SWP
IGIB icon

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

Summit 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 		$12.2M Sell
228,606
-43,714
-16% -$2.32M 1.73% 15
2026
Q1 		$14.5M Buy
272,320
+6,300
+2% +$339K 2.29% 11
2025
Q4 		$14.3M Buy
266,020
+1,041
+0.4% +$56.3K 2.65% 12
2025
Q3 		$14.3M Buy
264,979
+10,083
+4% +$539K 2.59% 10
2025
Q2 		$13.6M Sell
254,896
-2,162
-0.8% -$113K 2.59% 10
2025
Q1 		$13.5M Buy
257,058
+6,645
+3% +$345K 2.74% 9
2024
Q4 		$12.9M Buy
250,413
+3,749
+2% +$196K 2.65% 10
2024
Q3 		$13.3M Buy
246,664
+1,683
+0.7% +$88.7K 2.55% 9
2024
Q2 		$12.6M Buy
244,981
+8,171
+3% +$416K 2.61% 9
2024
Q1 		$12.2M Buy
236,810
+8,668
+4% +$445K 2.61% 10
2023
Q4 		$11.9M Buy
228,142
+14,702
+7% +$727K 2.75% 10
2023
Q3 		$10.4M Buy
213,440
+8,466
+4% +$422K 2.65% 10
2023
Q2 		$10.4M Buy
204,974
+24,990
+14% +$1.27M 2.6% 10
2023
Q1 		$9.23M Buy
179,984
+2,882
+2% +$146K 2.37% 12
2022
Q4 		$8.77M Sell
177,102
-23,405
-12% -$1.15M 2.33% 13
2022
Q3 		$9.68M Sell
200,507
-8,844
-4% -$452K 2.73% 10
2022
Q2 		$10.7M Sell
209,351
-37,339
-15% -$1.95M 2.86% 10
2022
Q1 		$13.5M Buy
246,690
+10,997
+5% +$623K 3.06% 11
2021
Q4 		$14M Buy
235,693
+11,333
+5% +$675K 3% 11
2021
Q3 		$13.5M Buy
224,360
+8,586
+4% +$522K 3.18% 10
2021
Q2 		$13.1M Buy
215,774
+8,679
+4% +$520K 3.12% 10
2021
Q1 		$12.3M Buy
207,095
+6,902
+3% +$418K 3.14% 11
2020
Q4 		$12.4M Buy
200,193
+15,098
+8% +$924K 3.36% 9
2020
Q3 		$11.3M Buy
185,095
+23,999
+15% +$1.46M 3.38% 8
2020
Q2 		$9.73M Buy
161,096
+2,786
+2% +$162K 3.14% 9
2020
Q1 		$8.69M Sell
158,310
-11,187
-7% -$646K 3.54% 11
2019
Q4 		$9.83M Buy
+169,497
New +$9.81M 3.4% 10

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, selling an estimated $2.32M and leaving 228,606 shares worth $12.2M. The position accounts for 1.73% of the portfolio, ranked #15.

Summit Wealth Partners first reported a position in IGIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.5M in Q1 2026. 376 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Summit Wealth Partners held 228,606 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.2M as of Q2 2026.
  • Summit Wealth Partners sold 43,714 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.32M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.73% of Summit Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Summit Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14.5M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.