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

Root Financial 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 		$108K Buy
2,023
+272
+16% +$14.6K 0.01% 535
2025
Q4 		$94.3K Sell
1,751
-293
-14% -$15.8K ﹤0.01% 487
2025
Q3 		$111K Buy
+2,044
New +$109K 0.01% 417

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

Root Financial Partners's IGIB Position: Q1 2026 in Review

Root Financial Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q1 2026, buying an estimated $14.6K and bringing the position to 2,023 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #535.

Root Financial Partners first reported a position in IGIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $111K in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Root Financial Partners held 2,023 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $108K as of Q1 2026.
  • Root Financial Partners bought 272 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $14.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #535 holding.
  • Root Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $111K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.