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

Holistic Financial 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 		$972K Sell
18,277
-7,736
-30% -$411K 0.59% 35
2026
Q1 		$1.38M Buy
26,013
+647
+3% +$34.8K 0.51% 34
2025
Q4 		$1.37M Buy
25,366
+907
+4% +$49K 0.5% 35
2025
Q3 		$1.32M Sell
24,459
-593
-2% -$31.7K 0.54% 31
2025
Q2 		$1.34M Sell
25,052
-1,060
-4% -$55.3K 0.58% 31
2025
Q1 		$1.37M Sell
26,112
-2,671
-9% -$139K 0.66% 26
2024
Q4 		$1.48M Sell
28,783
-508
-2% -$26.6K 0.74% 26
2024
Q3 		$1.57M Buy
29,291
+664
+2% +$35K 0.76% 23
2024
Q2 		$1.47M Sell
28,627
-338
-1% -$17.2K 0.74% 24
2024
Q1 		$1.49M Sell
28,965
-717
-2% -$36.9K 0.76% 25
2023
Q4 		$1.54M Sell
29,682
-1,313
-4% -$64.9K 0.93% 21
2023
Q3 		$1.51M Buy
+30,995
New +$1.54M 1% 19
2018
Q2 		– Sell
-390
Closed -$21K – 186
2018
Q1 		$21K Hold
390
– – 0.02% 275
2017
Q4 		$21K Buy
+390
New +$21.4K 0.02% 278

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

Holistic Financial Partners's IGIB Position: Q2 2026 in Review

Holistic Financial Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 30% in Q2 2026, selling an estimated $411K and leaving 18,277 shares worth $972K. The position accounts for 0.59% of the portfolio, ranked #35.

Holistic Financial Partners first reported a position in IGIB in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.57M in Q3 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Holistic Financial Partners held 18,277 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $972K as of Q2 2026.
  • Holistic Financial Partners sold 7,736 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $411K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.59% of Holistic Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Holistic Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 14 quarters since.
  • Holistic Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.57M in Q3 2024.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.