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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
Q2 		$376K Buy
7,068
+328
+5% +$17.4K 0.01% 259
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 $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

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

Quotient Wealth Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,068 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #259.

Quotient Wealth Partners first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q4 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Quotient Wealth Partners held 7,068 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $376K as of Q2 2026.
  • Quotient Wealth Partners bought 328 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #259 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 11 quarters since.
  • Quotient Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.9M in Q4 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.