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 Q2	$10.6K	Hold	199	–	–	﹤0.01%	909
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 $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

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

Strategic Wealth Partners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 199 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Strategic Wealth Partners first reported a position in IGIB in Q3 2019 and has held it in 6 quarters since. The position peaked at $13.4K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Strategic Wealth Partners held 199 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.6K as of Q2 2026.
Strategic Wealth Partners left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #909 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 6 quarters since.
Strategic Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13.4K in Q4 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.