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

NorthRock 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	$9.9M	Sell	186,286 -9,961	-5%	-$529K	0.14%	88
2026 Q1	$10.4M	Buy	196,247 +5,375	+3%	+$289K	0.17%	79
2025 Q4	$10.3M	Buy	190,872 +42,890	+29%	+$2.32M	0.17%	79
2025 Q3	$8M	Buy	+147,982	New	+$7.91M	0.14%	81
2024 Q3	–	Sell	-909	Closed	-$46.6K	–	852
2024 Q2	$46.6K	Sell	909 -2,445	-73%	-$124K	﹤0.01%	673
2024 Q1	$173K	Sell	3,354 -403	-11%	-$20.7K	0.01%	595
2023 Q4	$195K	Buy	+3,757	New	+$186K	0.01%	551

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

NorthRock Partners's IGIB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.1% in Q2 2026, selling an estimated $529K and leaving 186,286 shares worth $9.9M. The position accounts for 0.14% of the portfolio, ranked #88.

NorthRock Partners first reported a position in IGIB in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2026. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

NorthRock Partners held 186,286 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.9M as of Q2 2026.
NorthRock Partners sold 9,961 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $529K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of NorthRock Partners's portfolio in Q2 2026, its #88 holding.
NorthRock Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
NorthRock Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.4M in Q1 2026.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.