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

Sagespring Wealth 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 		$433K Buy
8,143
+146
+2% +$7.76K 0.01% 567
2026
Q1 		$426K Sell
7,997
-162
-2% -$8.72K 0.01% 548
2025
Q4 		$440K Sell
8,159
-830
-9% -$44.9K 0.01% 512
2025
Q3 		$486K Sell
8,989
-5,041
-36% -$270K 0.01% 461
2025
Q2 		$748K Buy
14,030
+377
+3% +$19.7K 0.02% 350
2025
Q1 		$717K Buy
13,653
+1,529
+13% +$79.4K 0.02% 311
2024
Q4 		$625K Buy
+12,124
New +$635K 0.02% 304

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

Sagespring Wealth Partners's IGIB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.8% in Q2 2026, buying an estimated $7.76K and bringing the position to 8,143 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #567.

Sagespring Wealth Partners first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $748K in Q2 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Sagespring Wealth Partners held 8,143 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $433K as of Q2 2026.
  • Sagespring Wealth Partners bought 146 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.76K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #567 holding.
  • Sagespring Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $748K in Q2 2025.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.