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

Retirement Financial Solutions’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 		– Sell
-81,462
Closed -$4.39M – 55
2025
Q4 		$4.39M Buy
81,462
+5,699
+8% +$308K 1.28% 23
2025
Q3 		$4.1M Sell
75,763
-19,560
-21% -$1.05M 1.28% 23
2025
Q2 		$5.08M Sell
95,323
-312
-0.3% -$16.3K 1.79% 19
2025
Q1 		$5.02M Buy
95,635
+16,003
+20% +$831K 1.96% 19
2024
Q4 		$4.1M Sell
79,632
-3,233
-4% -$169K 2.21% 14
2024
Q3 		$4.45M Buy
82,865
+681
+0.8% +$35.9K 1.95% 16
2024
Q2 		$4.21M Buy
82,184
+3,515
+4% +$179K 1.98% 16
2024
Q1 		$4.06M Buy
78,669
+2,343
+3% +$120K 2.09% 16
2023
Q4 		$3.97M Sell
76,326
-46,942
-38% -$2.32M 2.25% 16
2023
Q3 		$6M Sell
123,268
-9,331
-7% -$465K 4.04% 10
2023
Q2 		$6.71M Buy
132,599
+10,758
+9% +$547K 4.61% 10
2023
Q1 		$6.25M Buy
121,841
+6,389
+6% +$324K 4.97% 9
2022
Q4 		$5.72M Buy
+115,452
New +$5.66M 4.86% 10

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

Retirement Financial Solutions's IGIB Position: Q1 2026 in Review

Retirement Financial Solutions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 81,462 shares — an estimated $4.39M sold.

Retirement Financial Solutions first reported a position in IGIB in Q4 2022 and held it in 13 quarters. The position peaked at $6.71M in Q2 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Retirement Financial Solutions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Financial Solutions sold 81,462 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.39M.
  • Retirement Financial Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Retirement Financial Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.71M in Q2 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.