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

Prasad Wealth 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	$6.98M	Sell	131,233 -20,221	-13%	-$1.07M	1.68%	22
2026 Q1	$8.06M	Buy	151,454 +11,616	+8%	+$625K	2.19%	17
2025 Q4	$7.53M	Buy	139,838 +43,927	+46%	+$2.37M	2.01%	23
2025 Q3	$5.19M	Buy	95,911 +11,098	+13%	+$594K	1.45%	26
2025 Q2	$4.52M	Sell	84,813 -2,256	-3%	-$118K	1.32%	26
2025 Q1	$4.57M	Buy	87,069 +4,317	+5%	+$224K	1.49%	21
2024 Q4	$4.26M	Buy	+82,752	New	+$4.33M	1.38%	24

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

Prasad Wealth Partners's IGIB Position: Q2 2026 in Review

Prasad Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, selling an estimated $1.07M and leaving 131,233 shares worth $6.98M. The position accounts for 1.68% of the portfolio, ranked #22.

Prasad Wealth Partners first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.06M in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Prasad Wealth Partners held 131,233 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.98M as of Q2 2026.
Prasad Wealth Partners sold 20,221 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.68% of Prasad Wealth Partners's portfolio in Q2 2026, its #22 holding.
Prasad Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.06M in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.