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

Roan Capital 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 		$315K Sell
5,930
-2
-0% -$106 0.26% 59
2026
Q1 		$316K Buy
+5,932
New +$319K 0.29% 54

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

Roan Capital Partners's IGIB Position: Q2 2026 in Review

Roan Capital Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.03% in Q2 2026, selling an estimated $106 and leaving 5,930 shares worth $315K. The position accounts for 0.26% of the portfolio, ranked #59.

Roan Capital Partners first reported a position in IGIB in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Roan Capital Partners held 5,930 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $315K as of Q2 2026.
  • Roan Capital Partners sold 2 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $106.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of Roan Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Roan Capital Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Roan Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $316K 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 Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.