SWM
IGIB icon

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

SHP Wealth Management’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 		$568K Sell
10,679
-1,511
-12% -$81.3K 0.04% 138
2025
Q4 		$657K Buy
+12,190
New +$659K 0.05% 119

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 $424B AUM 22.96% 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 $1.37T 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

SHP Wealth Management's IGIB Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 12% in Q1 2026, selling an estimated $81.3K and leaving 10,679 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #138.

SHP Wealth Management first reported a position in IGIB in Q4 2025 and has held it in 2 quarters since. The position peaked at $657K in Q4 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • SHP Wealth Management held 10,679 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $568K as of Q1 2026.
  • SHP Wealth Management sold 1,511 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $81.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #138 holding.
  • SHP Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $657K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.