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

Gateway Wealth Partners’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	$2.35M	Sell	44,289 -5,762	-12%	-$306K	0.14%	176
2026 Q1	$2.66M	Buy	+50,051	New	+$2.69M	0.1%	212
2024 Q1	–	Sell	-11,191	Closed	-$582K	–	241
2023 Q4	$582K	Buy	11,191 +4,710	+73%	+$233K	0.23%	90
2023 Q3	$315K	Buy	+6,481	New	+$323K	0.06%	185

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gateway Wealth Partners's IGIB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 12% in Q2 2026, selling an estimated $306K and leaving 44,289 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #176.

Gateway Wealth Partners first reported a position in IGIB in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.66M in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Gateway Wealth Partners held 44,289 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.35M as of Q2 2026.
Gateway Wealth Partners sold 5,762 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $306K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of Gateway Wealth Partners's portfolio in Q2 2026, its #176 holding.
Gateway Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 4 quarters since.
Gateway Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.66M in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.