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

Investment 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
2025
Q2 		– Sell
-6,000
Closed -$315K – 159
2025
Q1 		$315K Sell
6,000
-2,365
-28% -$123K 0.13% 121
2024
Q4 		$431K Buy
8,365
+35
+0.4% +$1.83K 0.18% 105
2024
Q3 		$447K Buy
8,330
+25
+0.3% +$1.32K 0.19% 99
2024
Q2 		$426K Buy
8,305
+25
+0.3% +$1.27K 0.19% 96
2024
Q1 		$427K Buy
8,280
+16
+0.2% +$822 0.19% 99
2023
Q4 		$430K Buy
8,264
+31
+0.4% +$1.53K 0.21% 96
2023
Q3 		$401K Buy
8,233
+9
+0.1% +$448 0.21% 98
2023
Q2 		$416K Buy
8,224
+21
+0.3% +$1.07K 0.22% 97
2023
Q1 		$421K Buy
8,203
+13
+0.2% +$659 0.22% 99
2022
Q4 		$405K Sell
8,190
-74
-0.9% -$3.63K 0.21% 97
2022
Q3 		$399K Buy
8,264
+114
+1% +$5.83K 0.12% 163
2022
Q2 		$416K Buy
8,150
+14
+0.2% +$730 0.2% 95
2022
Q1 		$446K Buy
8,136
+8
+0.1% +$454 0.19% 94
2021
Q4 		$482K Buy
8,128
+21
+0.3% +$1.25K 0.2% 90
2021
Q3 		$487K Buy
8,107
+24
+0.3% +$1.46K 0.22% 88
2021
Q2 		$489K Sell
8,083
-14,072
-64% -$842K 0.22% 87
2021
Q1 		$1.31M Buy
22,155
+8
+0% +$484 0.64% 39
2020
Q4 		$1.37M Buy
22,147
+18
+0.1% +$1.1K 0.73% 38
2020
Q3 		$1.35M Sell
22,129
-3,299
-13% -$201K 0.8% 39
2020
Q2 		$1.53M Sell
25,428
-464
-2% -$27K 0.9% 33
2020
Q1 		$1.42M Sell
25,892
-1,929
-7% -$111K 1.02% 29
2019
Q4 		$1.61M Buy
27,821
+21
+0.1% +$1.22K 1.09% 31
2019
Q3 		$1.61M Sell
27,800
-25,568
-48% -$1.47M 1.17% 27
2019
Q2 		$3.04M Sell
53,368
-10,569
-17% -$586K 2.18% 9
2019
Q1 		$3.52M Sell
63,937
-4,773
-7% -$257K 2.55% 9
2018
Q4 		$3.6M Sell
68,710
-23,692
-26% -$1.24M 3.04% 4
2018
Q3 		$3.02K Buy
92,402
+10,406
+13% +$554K 1.67% 18
2018
Q2 		$4.36M Buy
81,996
+652
+0.8% +$34.7K 3.24% 3
2018
Q1 		$4.36M Buy
81,344
+14,190
+21% +$764K 3.25% 2
2017
Q4 		$3.67M Buy
67,154
+2,700
+4% +$148K 2.72% 4
2017
Q3 		$3.55M Buy
64,454
+1,628
+3% +$89.6K 3.04% 4
2017
Q2 		$3.45M Buy
62,826
+1,128
+2% +$61.8K 3.13% 4
2017
Q1 		$3.36M Buy
61,698
+1,220
+2% +$66.2K 3.24% 3
2016
Q4 		$3.27M Sell
60,478
-838
-1% -$45.8K 3.2% 3
2016
Q3 		$3.41M Buy
61,316
+2,286
+4% +$127K 1.93% 6
2016
Q2 		$3.28M Sell
59,030
-4,600
-7% -$253K 3.27% 2
2016
Q1 		$3.41M Buy
63,630
+3,680
+6% +$199K 2.22% 6
2015
Q4 		$3.22M Sell
59,950
-6,958
-10% -$377K 3.87% 2
2015
Q3 		$3.63M Sell
66,908
-416
-0.6% -$22.6K 4.75% 1
2015
Q2 		$3.66M Buy
67,324
+818
+1% +$44.9K 4.42% 1
2015
Q1 		$3.68M Buy
66,506
+260
+0.4% +$14.3K 4.05% 4
2014
Q4 		$3.62M Buy
+66,246
New +$3.63M 4.17% 3

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Investment Partners's IGIB Position: Q2 2025 in Review

Investment Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 6,000 shares — an estimated $315K sold.

Investment Partners first reported a position in IGIB in Q4 2014 and held it in 42 quarters. The position peaked at $4.36M in Q1 2018. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Investment Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Investment Partners sold 6,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $315K.
  • Investment Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 42 quarters.
  • Investment Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.36M in Q1 2018.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Investment Partners's 13F filing for Q2 2025, filed 8 Aug 2025.