Great Diamond Partners
IGIB icon

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

Great Diamond 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
Q3 		$3.4M Buy
67,434
+3,591
+6% +$187K 0.57% 46
2026
Q2 		$3.39M Buy
63,843
+3,379
+6% +$180K 0.58% 44
2026
Q1 		$3.22M Buy
60,464
+6,700
+12% +$361K 0.62% 45
2025
Q4 		$2.9M Buy
53,764
+1,148
+2% +$62.1K 0.56% 45
2025
Q3 		$2.85M Buy
52,616
+3,007
+6% +$161K 0.55% 44
2025
Q2 		$2.64M Buy
49,609
+219
+0.4% +$11.4K 0.56% 46
2025
Q1 		$2.59M Buy
49,390
+1,012
+2% +$52.6K 0.71% 37
2024
Q4 		$2.49M Buy
+48,378
New +$2.53M 0.64% 44
2021
Q4 		– Sell
-26,150
Closed -$1.57M – 218
2021
Q3 		$1.57M Buy
26,150
+251
+1% +$15.2K 0.43% 62
2021
Q2 		$1.57M Buy
25,899
+3,302
+15% +$198K 0.44% 63
2021
Q1 		$1.34M Sell
22,597
-46,168
-67% -$2.79M 0.41% 64
2020
Q4 		$4.25M Buy
68,765
+8,658
+14% +$530K 1.35% 14
2020
Q3 		$3.66M Buy
60,107
+5,572
+10% +$340K 1.34% 17
2020
Q2 		$3.29M Buy
54,535
+8,690
+19% +$506K 1.36% 12
2020
Q1 		$2.52M Buy
45,845
+18,619
+68% +$1.08M 1.3% 21
2019
Q4 		$1.58M Buy
+27,226
New +$1.58M 0.6% 43

Other funds holding IGIB

AssetMark Inc
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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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Great Diamond Partners's IGIB Position: Q3 2026 in Review

Great Diamond Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.6% in Q3 2026, buying an estimated $187K and bringing the position to 67,434 shares worth $3.4M. The position accounts for 0.57% of the portfolio, ranked #46.

Great Diamond Partners first reported a position in IGIB in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.25M in Q4 2020. 574 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Great Diamond Partners held 67,434 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.4M as of Q3 2026.
  • Great Diamond Partners bought 3,591 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $187K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.57% of Great Diamond Partners's portfolio in Q3 2026, its #46 holding.
  • Great Diamond Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Great Diamond Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.25M in Q4 2020.
  • 574 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.