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

Highline Wealth 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	$7.49M	Buy	148,827 +2,091	+1%	+$109K	1.42%	18
2026 Q2	$7.8M	Sell	146,736 -57,966	-28%	-$3.08M	1.58%	16
2026 Q1	$10.9M	Buy	204,702 +25,590	+14%	+$1.38M	2.78%	9
2025 Q4	$9.7M	Buy	179,112 +54,792	+44%	+$2.96M	2.71%	12
2025 Q3	$6.72M	Buy	124,320 +4,231	+4%	+$226K	1.81%	15
2025 Q2	$6.4M	Sell	120,089 -17,134	-12%	-$894K	1.89%	15
2025 Q1	$7.21M	Sell	137,223 -15,684	-10%	-$815K	2.43%	11
2024 Q4	$7.88M	Buy	152,907 +63,278	+71%	+$3.31M	2.57%	11
2024 Q3	$4.81M	Buy	89,629 +36,701	+69%	+$1.94M	1.61%	17
2024 Q2	$2.71M	Buy	+52,928	New	+$2.69M	1.02%	25

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Highline Wealth Partners's IGIB Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.4% in Q3 2026, buying an estimated $109K and bringing the position to 148,827 shares worth $7.49M. The position accounts for 1.42% of the portfolio, ranked #18.

Highline Wealth Partners first reported a position in IGIB in Q2 2024 and has held it in 10 quarters since. The position peaked at $10.9M in Q1 2026. 173 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Highline Wealth Partners held 148,827 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.49M as of Q3 2026.
Highline Wealth Partners bought 2,091 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $109K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.42% of Highline Wealth Partners's portfolio in Q3 2026, its #18 holding.
Highline Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Highline Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.9M in Q1 2026.
173 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.