Focus Partners Wealth
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Focus Partners Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Focus Partners Wealth’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
Q1 		$87.4M Buy
1,637,526
+1,015,544
+163% +$54.7M 0.1% 199
2025
Q4 		$33.5M Buy
621,982
+587,250
+1,691% +$31.7M 0.04% 370
2025
Q3 		$1.88M Buy
34,732
+21,367
+160% +$1.14M ﹤0.01% 1039
2025
Q2 		$712K Buy
13,365
+2,034
+18% +$106K ﹤0.01% 1281
2025
Q1 		$595K Sell
11,331
-1,315
-10% -$68.3K ﹤0.01% 1271
2024
Q4 		$651K Buy
+12,646
New +$662K ﹤0.01% 1216

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Focus Partners Wealth's IGIB Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 163% in Q1 2026, buying an estimated $54.7M and bringing the position to 1,637,526 shares worth $87.4M. The position accounts for 0.1% of the portfolio, ranked #199.

Focus Partners Wealth first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Focus Partners Wealth held 1,637,526 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $87.4M as of Q1 2026.
  • Focus Partners Wealth bought 1,015,544 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $54.7M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.1% of Focus Partners Wealth's portfolio in Q1 2026, its #199 holding.
  • Focus Partners Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.