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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phillips Financial Management's IGIB Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 26% in Q2 2026, selling an estimated $331K and leaving 17,923 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #109.

Phillips Financial Management first reported a position in IGIB in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.78M in Q2 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Phillips Financial Management held 17,923 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $953K as of Q2 2026.
  • Phillips Financial Management sold 6,236 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Phillips Financial Management's portfolio in Q2 2026, its #109 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 28 quarters since.
  • Phillips Financial Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.78M in Q2 2022.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.