NFP Retirement Inc’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

NFP Retirement Inc’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	$45M	Sell	846,629 -16,728	-2%	-$889K	2.47%	5
2026 Q1	$45.9M	Buy	863,357 +126,956	+17%	+$6.83M	2.76%	4
2025 Q4	$39.7M	Buy	736,401 +33,634	+5%	+$1.82M	2.41%	7
2025 Q3	$38M	Buy	702,767 +94,670	+16%	+$5.06M	2.43%	6
2025 Q2	$32.4M	Buy	+608,097	New	+$31.7M	2.14%	8
2025 Q1	–	Sell	-54,045	Closed	-$2.78M	–	287
2024 Q4	$2.78M	Hold	54,045	–	–	0.22%	62
2024 Q3	$2.9M	Sell	54,045 -2,876	-5%	-$152K	0.24%	62
2024 Q2	$2.92M	Sell	56,921 -128	-0.2%	-$6.52K	0.24%	60
2024 Q1	$2.94M	Buy	57,049 +9,556	+20%	+$491K	0.25%	58
2023 Q4	$2.47M	Sell	47,493 -47	-0.1%	-$2.32K	0.42%	53
2023 Q3	$2.31M	Buy	47,540 +347	+0.7%	+$17.3K	0.44%	55
2023 Q2	$2.39M	Hold	47,193	–	–	0.45%	55
2023 Q1	$2.42M	Sell	47,193 -344	-0.7%	-$17.4K	0.48%	50
2022 Q4	$2.35M	Hold	47,537	–	–	0.52%	52
2022 Q3	$2.3M	Hold	47,537	–	–	0.57%	51
2022 Q2	$2.43M	Buy	+47,537	New	+$2.48M	0.62%	45

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP Retirement Inc's IGIB Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.9% in Q2 2026, selling an estimated $889K and leaving 846,629 shares worth $45M. The position accounts for 2.47% of the portfolio, ranked #5.

NFP Retirement Inc first reported a position in IGIB in Q2 2022 and has held it in 16 quarters since. The position peaked at $45.9M in Q1 2026. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

NFP Retirement Inc held 846,629 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $45M as of Q2 2026.
NFP Retirement Inc sold 16,728 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $889K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.47% of NFP Retirement Inc's portfolio in Q2 2026, its #5 holding.
NFP Retirement Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
NFP Retirement Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $45.9M in Q1 2026.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.