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H&H Retirement Design & Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

H&H Retirement Design & Management’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 		$6.23M Buy
119,212
+11,275
+10% +$599K 2.83% 12
2026
Q1 		$5.73M Sell
107,937
-469
-0.4% -$25.2K 2.69% 14
2025
Q4 		$5.83M Buy
108,406
+3,987
+4% +$216K 2.96% 12
2025
Q3 		$5.63M Sell
104,419
-4,569
-4% -$244K 2.99% 11
2025
Q2 		$5.78M Buy
108,988
+10,062
+10% +$525K 3.17% 9
2025
Q1 		$5.1M Sell
98,926
-3,160
-3% -$164K 3.39% 7
2024
Q4 		$5.32M Sell
102,086
-680
-0.7% -$35.6K 3.23% 8
2024
Q3 		$5.45M Buy
102,766
+5,413
+6% +$285K 3.21% 8
2024
Q2 		$5.04M Buy
97,353
+121
+0.1% +$6.16K 3.11% 6
2024
Q1 		$4.89M Sell
97,232
-23,016
-19% -$1.18M 3.23% 6
2023
Q4 		$6.16M Sell
120,248
-38,451
-24% -$1.9M 3.88% 6
2023
Q3 		$7.68M Buy
158,699
+1,644
+1% +$81.9K 5.31% 6
2023
Q2 		$7.98M Sell
157,055
-9,359
-6% -$476K 5.3% 6
2023
Q1 		$8.56M Buy
+166,414
New +$8.43M 5.45% 6

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
OCM
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

H&H Retirement Design & Management's IGIB Position: Q2 2026 in Review

H&H Retirement Design & Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2026, buying an estimated $599K and bringing the position to 119,212 shares worth $6.23M. The position accounts for 2.83% of the portfolio, ranked #12.

H&H Retirement Design & Management first reported a position in IGIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.56M in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • H&H Retirement Design & Management held 119,212 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.23M as of Q2 2026.
  • H&H Retirement Design & Management bought 11,275 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $599K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.83% of H&H Retirement Design & Management's portfolio in Q2 2026, its #12 holding.
  • H&H Retirement Design & Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • H&H Retirement Design & Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.56M in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.