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

SIMA 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	$272K	Sell	5,107 -363	-7%	-$19.3K	0.19%	45
2026 Q1	$291K	Sell	5,470 -355	-6%	-$19.1K	0.22%	43
2025 Q4	$314K	Buy	5,825 +56	+1%	+$3.03K	0.24%	38
2025 Q3	$312K	Sell	5,769 -40	-0.7%	-$2.14K	0.24%	39
2025 Q2	$310K	Sell	5,809 -190	-3%	-$9.91K	0.25%	37
2025 Q1	$315K	Sell	5,999 -27	-0.4%	-$1.4K	0.26%	37
2024 Q4	$310K	Buy	6,026 +42	+0.7%	+$2.2K	0.26%	37
2024 Q3	$321K	Hold	5,984	–	–	0.28%	36
2024 Q2	$307K	Buy	+5,984	New	+$305K	0.29%	36

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SIMA Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.6% in Q2 2026, selling an estimated $19.3K and leaving 5,107 shares worth $272K. The position accounts for 0.19% of the portfolio, ranked #45.

SIMA Wealth Partners first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $321K in Q3 2024. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

SIMA Wealth Partners held 5,107 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $272K as of Q2 2026.
SIMA Wealth Partners sold 363 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of SIMA Wealth Partners's portfolio in Q2 2026, its #45 holding.
SIMA Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $321K in Q3 2024.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.