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SWP Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

SWP Financial’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 		$824K Sell
15,490
-3,480
-18% -$185K 0.38% 41
2026
Q1 		$1.01M Sell
18,970
-236
-1% -$12.7K 0.51% 35
2025
Q4 		$1.03M Buy
19,206
+700
+4% +$37.8K 0.52% 35
2025
Q3 		$1M Sell
18,506
-2,086
-10% -$112K 0.51% 38
2025
Q2 		$1.1M Buy
20,592
+5,322
+35% +$278K 0.6% 35
2025
Q1 		$802K Sell
15,270
-2,236
-13% -$116K 0.49% 36
2024
Q4 		$902K Sell
17,506
-335
-2% -$17.5K 0.54% 33
2024
Q3 		$958K Sell
17,841
-2,366
-12% -$125K 0.58% 22
2024
Q2 		$1.04M Sell
20,207
-114,644
-85% -$5.84M 0.68% 21
2024
Q1 		$6.91M Buy
134,851
+9,855
+8% +$506K 4.84% 9
2023
Q4 		$6.5M Buy
+124,996
New +$6.18M 5.04% 9

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 22.96% 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

SWP Financial's IGIB Position: Q2 2026 in Review

SWP Financial reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 18% in Q2 2026, selling an estimated $185K and leaving 15,490 shares worth $824K. The position accounts for 0.38% of the portfolio, ranked #41.

SWP Financial first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.91M in Q1 2024. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • SWP Financial held 15,490 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $824K as of Q2 2026.
  • SWP Financial sold 3,480 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.38% of SWP Financial's portfolio in Q2 2026, its #41 holding.
  • SWP Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.91M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.