Root Financial Partners
IGIB icon

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
Q3 		$24.7K Buy
+490
New +$25.5K ﹤0.01% 1446
2026
Q2 		– Sell
-2,023
Closed -$108K – 1729
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

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One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's IGIB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026: 490 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IGIB as recently as Q1 2026.

Root Financial Partners first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $111K in Q3 2025. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Root Financial Partners held 490 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $24.7K as of Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1446 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 4 quarters since.
  • Root Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $111K in Q3 2025.
  • 645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.