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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
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 $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return