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Financial Partners Group (Kansas)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Financial Partners Group (Kansas)’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
Q2 		$26.3M Buy
495,446
+13,351
+3% +$710K 2.67% 11
2026
Q1 		$25.7M Buy
482,095
+5,232
+1% +$282K 3.07% 7
2025
Q4 		$25.8M Buy
476,863
+14,164
+3% +$766K 2.98% 8
2025
Q3 		$25M Buy
462,699
+15,561
+3% +$832K 3.12% 9
2025
Q2 		$23.8M Buy
447,138
+7,292
+2% +$381K 3.3% 8
2025
Q1 		$23.1M Sell
439,846
-1,133
-0.3% -$58.9K 3.57% 6
2024
Q4 		$22.7M Sell
440,979
-4,173
-0.9% -$219K 3.31% 11
2024
Q3 		$23.9M Buy
445,152
+85,875
+24% +$4.53M 3.54% 7
2024
Q2 		$18.4M Buy
359,277
+8,856
+3% +$451K 2.91% 11
2024
Q1 		$18.1M Buy
350,421
+59,967
+21% +$3.08M 2.88% 11
2023
Q4 		$15.1M Buy
290,454
+34,113
+13% +$1.69M 2.71% 16
2023
Q3 		$12.4M Buy
256,341
+6,617
+3% +$329K 2.56% 15
2023
Q2 		$12.5M Buy
249,724
+24,904
+11% +$1.27M 2.53% 12
2023
Q1 		$11.5M Buy
224,820
+7,739
+4% +$392K 2.56% 11
2022
Q4 		$11M Buy
217,081
+204,473
+1,622% +$10M 2.42% 12
2022
Q3 		$609K Buy
12,608
+638
+5% +$32.6K 0.16% 67
2022
Q2 		$611K Sell
11,970
-153
-1% -$7.98K 0.15% 71
2022
Q1 		$665K Sell
12,123
-4,408
-27% -$250K 0.14% 81
2021
Q4 		$956K Sell
16,531
-65,021
-80% -$3.87M 0.21% 65
2021
Q3 		$4.9M Buy
81,552
+1,154
+1% +$70.1K 1.15% 24
2021
Q2 		$4.87M Sell
80,398
-85,430
-52% -$5.11M 1.25% 23
2021
Q1 		$9.82M Sell
165,828
-71,317
-30% -$4.31M 2.79% 11
2020
Q4 		$14.6M Buy
237,145
+23,184
+11% +$1.42M 4.35% 5
2020
Q3 		$13M Buy
213,961
+15,171
+8% +$925K 4.47% 6
2020
Q2 		$12M Buy
198,790
+60,776
+44% +$3.54M 4.69% 6
2020
Q1 		$7.5M Buy
138,014
+75,212
+120% +$4.34M 4.65% 8
2019
Q4 		$3.7M Buy
62,802
+5,704
+10% +$330K 1.44% 19
2019
Q3 		$3.31M Buy
57,098
+51,541
+927% +$2.96M 1.47% 18
2019
Q2 		$316K Buy
+5,557
New +$308K 0.15% 60

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Partners Group (Kansas)'s IGIB Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.8% in Q2 2026, buying an estimated $710K and bringing the position to 495,446 shares worth $26.3M. The position accounts for 2.67% of the portfolio, ranked #11.

Financial Partners Group (Kansas) first reported a position in IGIB in Q2 2019 and has held it in 29 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Financial Partners Group (Kansas) held 495,446 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $26.3M as of Q2 2026.
  • Financial Partners Group (Kansas) bought 13,351 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $710K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.67% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #11 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.