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 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	$9.65M	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

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

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

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Highline Wealth Partners's IGIB Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 28% in Q2 2026, selling an estimated $3.08M and leaving 146,736 shares worth $7.8M. The position accounts for 1.58% of the portfolio, ranked #16.

Highline Wealth Partners first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q1 2026. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Highline Wealth Partners held 146,736 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.8M as of Q2 2026.
Highline Wealth Partners sold 57,966 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.08M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.58% of Highline Wealth Partners's portfolio in Q2 2026, its #16 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 9 quarters since.
Highline Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.9M in Q1 2026.
115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.