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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
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

Other funds holding IGIB

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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

Root Financial Partners's IGIB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 2,023 shares — an estimated $108K sold.

Root Financial Partners first reported a position in IGIB in Q3 2025 and held it in 3 quarters. The position peaked at $111K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,023 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $108K.
  • Root Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $111K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.