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

&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 Q1	$3.11M	Buy	58,369 +32,276	+124%	+$1.74M	0.02%	710
2025 Q4	$1.54M	Buy	26,093 +3,266	+14%	+$177K	0.01%	987
2025 Q3	$1.24M	Buy	22,827 +4,206	+23%	+$225K	0.01%	986
2025 Q2	$982K	Buy	18,621 +8,145	+78%	+$425K	0.01%	986
2025 Q1	$549K	Sell	10,476 -930	-8%	-$48.3K	0.01%	1094
2024 Q4	$587K	Buy	11,406 +1,699	+18%	+$89K	0.01%	1011
2024 Q3	$521K	Buy	+9,707	New	+$512K	0.01%	850

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

&Partners's IGIB Position: Q1 2026 in Review

&Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 124% in Q1 2026, buying an estimated $1.74M and bringing the position to 58,369 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #710.

&Partners first reported a position in IGIB in Q3 2024 and has held it in 7 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

&Partners held 58,369 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.11M as of Q1 2026.
&Partners bought 32,276 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.74M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #710 holding.
&Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.