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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
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 $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Haverford Financial Services's IGIB Position: Q1 2026 in Review

Haverford Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 3,992 shares — an estimated $215K sold.

Haverford Financial Services first reported a position in IGIB in Q3 2015 and held it in 29 quarters. The position peaked at $977K in Q1 2016. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Haverford Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Haverford Financial Services sold 3,992 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $215K.
  • Haverford Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 29 quarters.
  • Haverford Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $977K in Q1 2016.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.