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

Phoenix Financial’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 		$9.68M Buy
182,199
+28,129
+18% +$1.5M 0.07% 97
2026
Q1 		$8.2M Buy
154,070
+8,151
+6% +$439K 0.08% 92
2025
Q4 		$7.86M Sell
145,919
-48,196
-25% -$2.61M 0.09% 94
2025
Q3 		$10.5M Buy
194,115
+4,893
+3% +$262K 0.13% 81
2025
Q2 		$10.1M Sell
189,222
-1,698
-0.9% -$88.6K 0.13% 88
2025
Q1 		$10M Buy
190,920
+6,940
+4% +$360K 0.15% 94
2024
Q4 		$9.47M Buy
183,980
+10,949
+6% +$573K 0.13% 95
2024
Q3 		$9.29M Sell
173,031
-5,368
-3% -$283K 0.14% 94
2024
Q2 		$9.14M Buy
178,399
+50,958
+40% +$2.59M 0.14% 87
2024
Q1 		$6.57M Buy
127,441
+1,488
+1% +$76.5K 0.09% 109
2023
Q4 		$6.54M Sell
125,953
-4,799
-4% -$237K 0.11% 92
2023
Q3 		$6.36M Buy
130,752
+6,935
+6% +$345K 0.12% 91
2023
Q2 		$6.26M Buy
123,817
+24,838
+25% +$1.26M 0.13% 82
2023
Q1 		$5.07M Buy
98,979
+39,413
+66% +$2M 0.11% 88
2022
Q4 		$2.95M Sell
59,566
-963
-2% -$47.2K 0.06% 111
2022
Q3 		$2.93M Buy
60,529
+23,159
+62% +$1.18M 0.06% 121
2022
Q2 		$1.91M Sell
37,370
-2,866
-7% -$149K 0.04% 171
2022
Q1 		$2.21M Buy
40,236
+14,641
+57% +$830K 0.04% 183
2021
Q4 		$1.52M Sell
25,595
-2,111
-8% -$126K 0.03% 219
2021
Q3 		$1.66M Sell
27,706
-3,207
-10% -$195K 0.03% 230
2021
Q2 		$1.87M Sell
30,913
-76,511
-71% -$4.58M 0.04% 221
2021
Q1 		$6.36M Buy
107,424
+7,880
+8% +$477K 0.14% 129
2020
Q4 		$6.14M Sell
99,544
-8,724
-8% -$534K 0.16% 124
2020
Q3 		$6.22M Sell
108,268
-2,656
-2% -$162K 0.26% 97
2020
Q2 		$6.37M Buy
110,924
+25,508
+30% +$1.49M 0.27% 96
2020
Q1 		$4.58M Buy
85,416
+1,115
+1% +$64.4K 0.23% 108
2019
Q4 		$4.86M Sell
84,301
-794
-0.9% -$46K 0.2% 104
2019
Q3 		$4.7M Buy
+85,095
New +$4.89M 0.22% 99

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 22.9% 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

Phoenix Financial's IGIB Position: Q2 2026 in Review

Phoenix Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 18% in Q2 2026, buying an estimated $1.5M and bringing the position to 182,199 shares worth $9.68M. The position accounts for 0.07% of the portfolio, ranked #97.

Phoenix Financial first reported a position in IGIB in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Phoenix Financial held 182,199 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.68M as of Q2 2026.
  • Phoenix Financial bought 28,129 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.5M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Phoenix Financial's portfolio in Q2 2026, its #97 holding.
  • Phoenix Financial 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.
  • Phoenix Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.5M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.