Equita Financial Network
IGIB icon

Equita Financial Network’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Equita Financial Network’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$585K Buy
11,612
+132
+1% +$6.87K 0.17% 54
2026
Q2 		$610K Hold
11,480
– – 0.17% 53
2026
Q1 		$611K Buy
11,480
+1,604
+16% +$86.3K 0.19% 52
2025
Q4 		$532K Sell
9,876
-247
-2% -$13.4K 0.16% 59
2025
Q3 		$548K Sell
10,123
-1,409
-12% -$75.4K 0.19% 57
2025
Q2 		$615K Sell
11,532
-1,781
-13% -$92.9K 0.24% 48
2025
Q1 		$699K Sell
13,313
-952
-7% -$49.4K 0.24% 50
2024
Q4 		$735K Buy
14,265
+2,733
+24% +$143K 0.27% 47
2024
Q3 		$619K Sell
11,532
-283
-2% -$14.9K 0.23% 52
2024
Q2 		$606K Buy
11,815
+211
+2% +$10.7K 0.25% 54
2024
Q1 		$599K Hold
11,604
– – 0.27% 46
2023
Q4 		$603K Buy
+11,604
New +$574K 0.32% 44

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Equita Financial Network's IGIB Position: Q3 2026 in Review

Equita Financial Network increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.1% in Q3 2026, buying an estimated $6.87K and bringing the position to 11,612 shares worth $585K. The position accounts for 0.17% of the portfolio, ranked #54.

Equita Financial Network first reported a position in IGIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $735K in Q4 2024. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Equita Financial Network held 11,612 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $585K as of Q3 2026.
  • Equita Financial Network bought 132 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.87K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.17% of Equita Financial Network's portfolio in Q3 2026, its #54 holding.
  • Equita Financial Network first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Equita Financial Network's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $735K in Q4 2024.
  • 645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.