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

Richardson Financial Services’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	-4	Closed	-$216	–	634
2025 Q4	$216	Hold	4	–	–	﹤0.01%	597
2025 Q3	$216	Buy	4 +2	+100%	+$107	﹤0.01%	509
2025 Q2	$106	Buy	+2	New	+$104	﹤0.01%	606
2024 Q4	–	Sell	-180	Closed	-$9.23K	–	635
2024 Q3	$9.23K	Hold	180	–	–	0.01%	405
2024 Q2	$9.23K	Sell	180 -6	-3%	-$305	0.01%	390
2024 Q1	$9.6K	Buy	+186	New	+$9.56K	0.01%	410

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Richardson Financial Services's IGIB Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 4 shares — an estimated $216 sold.

Richardson Financial Services first reported a position in IGIB in Q1 2024 and held it in 6 quarters. The position peaked at $9.6K in Q1 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Richardson Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 4 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $216.
Richardson Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Richardson Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.6K in Q1 2024.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.