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BFC Planning, Inc.’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

BFC Planning, Inc.’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 		$47.8K Buy
899
+315
+54% +$16.7K ﹤0.01% 1577
2026
Q1 		$31.1K Sell
584
-434
-43% -$23.4K ﹤0.01% 1524
2025
Q4 		$54.8K Sell
1,018
-230
-18% -$12.4K ﹤0.01% 1324
2025
Q3 		$67.5K Sell
1,248
-441
-26% -$23.6K ﹤0.01% 1070
2025
Q2 		$90K Buy
1,689
+10
+0.6% +$522 0.01% 929
2025
Q1 		$88.2K Sell
1,679
-293
-15% -$15.2K 0.01% 917
2024
Q4 		$102K Buy
+1,972
New +$103K 0.01% 868

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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 22.9% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
One Capital Management
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

BFC Planning, Inc.'s IGIB Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 54% in Q2 2026, buying an estimated $16.7K and bringing the position to 899 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

BFC Planning, Inc. first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q4 2024. 716 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • BFC Planning, Inc. held 899 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $47.8K as of Q2 2026.
  • BFC Planning, Inc. bought 315 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1577 holding.
  • BFC Planning, Inc. first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $102K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.