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

Phillips Financial Management’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
Q3 		$808K Sell
16,052
-1,871
-10% -$97.3K 0.06% 115
2026
Q2 		$953K Sell
17,923
-6,236
-26% -$331K 0.07% 109
2026
Q1 		$1.29M Sell
24,159
-17,627
-42% -$949K 0.09% 97
2025
Q4 		$2.25M Sell
41,786
-2,063
-5% -$112K 0.15% 76
2025
Q3 		$2.37M Sell
43,849
-3,149
-7% -$168K 0.16% 75
2025
Q2 		$2.5M Sell
46,998
-1,463
-3% -$76.3K 0.18% 71
2025
Q1 		$2.55M Sell
48,461
-1,572
-3% -$81.7K 0.2% 68
2024
Q4 		$2.58M Sell
50,033
-1,254
-2% -$65.7K 0.2% 68
2024
Q3 		$2.76M Sell
51,287
-2,461
-5% -$130K 0.21% 71
2024
Q2 		$2.76M Sell
53,748
-4,215
-7% -$215K 0.23% 71
2024
Q1 		$2.99M Sell
57,963
-2,553
-4% -$131K 0.24% 68
2023
Q4 		$3.15M Sell
60,516
-336
-0.6% -$16.6K 0.27% 63
2023
Q3 		$2.96M Buy
60,852
+1,165
+2% +$58K 0.28% 63
2023
Q2 		$3.02M Sell
59,687
-198
-0.3% -$10.1K 0.28% 65
2023
Q1 		$3.07M Sell
59,885
-520
-0.9% -$26.3K 0.3% 62
2022
Q4 		$2.99M Sell
60,405
-13,142
-18% -$644K 0.3% 62
2022
Q3 		$3.55M Sell
73,547
-411
-0.6% -$21K 0.39% 53
2022
Q2 		$3.78M Buy
73,958
+22,794
+45% +$1.19M 0.41% 49
2022
Q1 		$2.81M Buy
51,164
+4,929
+11% +$279K 0.27% 60
2021
Q4 		$2.74M Buy
46,235
+3,381
+8% +$201K 0.27% 58
2021
Q3 		$2.57M Buy
42,854
+8,461
+25% +$514K 0.27% 57
2021
Q2 		$2.08M Buy
34,393
+8,319
+32% +$498K 0.21% 62
2021
Q1 		$1.54M Buy
26,074
+3,077
+13% +$186K 0.19% 63
2020
Q4 		$1.42M Buy
22,997
+3,912
+20% +$239K 0.19% 64
2020
Q3 		$1.16M Buy
19,085
+1,467
+8% +$89.5K 0.18% 64
2020
Q2 		$1.06M Buy
17,618
+130
+0.7% +$7.57K 0.17% 67
2020
Q1 		$951K Buy
17,488
+2,544
+17% +$147K 0.19% 64
2019
Q4 		$866K Buy
14,944
+2,429
+19% +$141K 0.14% 66
2019
Q3 		$725K Buy
+12,515
New +$719K 0.13% 67

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
BCK Partners
BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

Phillips Financial Management's IGIB Position: Q3 2026 in Review

Phillips Financial Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q3 2026, selling an estimated $97.3K and leaving 16,052 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #115.

Phillips Financial Management first reported a position in IGIB in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.78M in Q2 2022. 209 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Phillips Financial Management held 16,052 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $808K as of Q3 2026.
  • Phillips Financial Management sold 1,871 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $97.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Phillips Financial Management's portfolio in Q3 2026, its #115 holding.
  • Phillips Financial Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 29 quarters since.
  • Phillips Financial Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.78M in Q2 2022.
  • 209 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.