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

Quotient 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
Q1 		$359K Sell
6,740
-1,279
-16% -$68.8K 0.01% 249
2025
Q4 		$432K Sell
8,019
-539
-6% -$29.1K 0.01% 217
2025
Q3 		$463K Sell
8,558
-115
-1% -$6.15K 0.01% 206
2025
Q2 		$462K Buy
8,673
+81
+0.9% +$4.23K 0.01% 200
2025
Q1 		$451K Hold
8,592
– – 0.01% 188
2024
Q4 		$443K Sell
8,592
-135
-2% -$7.07K 0.01% 191
2024
Q3 		$469K Sell
8,727
-8,119
-48% -$428K 0.02% 180
2024
Q2 		$864K Sell
16,846
-19,636
-54% -$1,000K 0.03% 116
2024
Q1 		$1.88M Sell
36,482
-192,110
-84% -$9.87M 0.07% 79
2023
Q4 		$11.9M Buy
+228,592
New +$11.3M 0.46% 33

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Quotient Wealth Partners's IGIB Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q1 2026, selling an estimated $68.8K and leaving 6,740 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #249.

Quotient Wealth Partners first reported a position in IGIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Quotient Wealth Partners held 6,740 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $359K as of Q1 2026.
  • Quotient Wealth Partners sold 1,279 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $68.8K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #249 holding.
  • Quotient Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.9M in Q4 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.