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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
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 		$3.65M 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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Great Diamond Partners's IGIB Position: Q2 2026 in Review

Great Diamond Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.6% in Q2 2026, buying an estimated $180K and bringing the position to 63,843 shares worth $3.39M. The position accounts for 0.58% of the portfolio, ranked #44.

Great Diamond Partners first reported a position in IGIB in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.25M in Q4 2020. 324 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Great Diamond Partners held 63,843 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.39M as of Q2 2026.
  • Great Diamond Partners bought 3,379 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Great Diamond Partners's portfolio in Q2 2026, its #44 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 15 quarters since.
  • Great Diamond Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.25M in Q4 2020.
  • 324 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.