HFS
IGIB icon

Haverford Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Haverford Financial Services’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 		$200K Buy
+3,767
New +$200K 0.06% 49
2026
Q1 		– Sell
-3,992
Closed -$215K – 47
2025
Q4 		$215K Buy
3,992
+190
+5% +$10.3K 0.06% 48
2025
Q3 		$206K Hold
3,802
– – 0.06% 45
2025
Q2 		$203K Buy
+3,802
New +$198K 0.06% 43
2022
Q1 		– Sell
-4,394
Closed -$260K – 71
2021
Q4 		$260K Hold
4,394
– – 0.06% 67
2021
Q3 		$264K Buy
4,394
+248
+6% +$15.1K 0.06% 65
2021
Q2 		$251K Sell
4,146
-1,288
-24% -$77.1K 0.06% 64
2021
Q1 		$322K Sell
5,434
-41
-0.7% -$2.48K 0.08% 58
2020
Q4 		$338K Hold
5,475
– – 0.09% 58
2020
Q3 		$333K Sell
5,475
-365
-6% -$22.3K 0.1% 58
2020
Q2 		$353K Sell
5,840
-97
-2% -$5.65K 0.12% 57
2020
Q1 		$326K Buy
5,937
+810
+16% +$46.8K 0.13% 59
2019
Q4 		$297K Buy
5,127
+114
+2% +$6.6K 0.09% 62
2019
Q3 		$290K Buy
5,013
+140
+3% +$8.04K 0.1% 61
2019
Q2 		$278K Sell
4,873
-6
-0.1% -$333 0.1% 61
2019
Q1 		$269K Sell
4,879
-24
-0.5% -$1.29K 0.1% 59
2018
Q4 		$257K Sell
4,903
-53
-1% -$2.77K 0.11% 57
2018
Q3 		$263K Sell
4,956
-2,324
-32% -$124K 0.09% 68
2018
Q2 		$387K Sell
7,280
-8,782
-55% -$467K 0.15% 55
2018
Q1 		$861K Sell
16,062
-154
-0.9% -$8.3K 0.33% 33
2017
Q4 		$885K Buy
16,216
+1,420
+10% +$77.8K 0.32% 34
2017
Q3 		$815K Buy
14,796
+1,114
+8% +$61.3K 0.32% 32
2017
Q2 		$751K Buy
13,682
+76
+0.6% +$4.17K 0.31% 31
2017
Q1 		$741K Buy
13,606
+276
+2% +$15K 0.31% 30
2016
Q4 		$721K Buy
13,330
+362
+3% +$19.8K 0.3% 30
2016
Q3 		$722K Buy
12,968
+510
+4% +$28.4K 0.31% 30
2016
Q2 		$693K Sell
12,458
-5,362
-30% -$295K 0.29% 31
2016
Q1 		$977K Buy
17,820
+842
+5% +$45.5K 0.41% 30
2015
Q4 		$911K Sell
16,978
-294
-2% -$15.9K 0.39% 32
2015
Q3 		$937K Buy
+17,272
New +$937K 0.43% 30

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

Haverford Financial Services's IGIB Position: Q2 2026 in Review

Haverford Financial Services opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 3,767 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #49 among its holdings. This is a return to the name: Haverford Financial Services previously reported a position in IGIB as recently as Q4 2025.

Haverford Financial Services first reported a position in IGIB in Q3 2015 and has held it in 30 quarters since. The position peaked at $977K in Q1 2016. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Haverford Financial Services held 3,767 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $200K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Haverford Financial Services position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Haverford Financial Services's portfolio in Q2 2026, its #49 holding.
  • Haverford Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 30 quarters since.
  • Haverford Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $977K in Q1 2016.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Haverford Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.