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

Strategic 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 Q1	$10.6K	Sell	199 -49	-20%	-$2.64K	﹤0.01%	881
2025 Q4	$13.4K	Buy	248 +101	+69%	+$5.46K	﹤0.01%	809
2025 Q3	$7.95K	Hold	147	–	–	﹤0.01%	942
2025 Q2	$7.83K	Buy	+147	New	+$7.67K	﹤0.01%	826
2019 Q4	–	Sell	-236	Closed	-$13	–	299
2019 Q3	$13	Buy	+236	New	+$13.6K	﹤0.01%	479

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Strategic Wealth Partners's IGIB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 20% in Q1 2026, selling an estimated $2.64K and leaving 199 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Strategic Wealth Partners first reported a position in IGIB in Q3 2019 and has held it in 5 quarters since. The position peaked at $13.4K in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Strategic Wealth Partners held 199 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.6K as of Q1 2026.
Strategic Wealth Partners sold 49 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.64K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #881 holding.
Strategic Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13.4K in Q4 2025.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.