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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
Q2 		$504K Sell
9,484
-1,195
-11% -$63.5K 0.03% 181
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 $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 22.9% 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

SHP Wealth Management's IGIB Position: Q2 2026 in Review

SHP Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q2 2026, selling an estimated $63.5K and leaving 9,484 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #181.

SHP Wealth Management first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q4 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • SHP Wealth Management held 9,484 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $504K as of Q2 2026.
  • SHP Wealth Management sold 1,195 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $63.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #181 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 3 quarters since.
  • SHP Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $657K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.