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 Q3	$760K	Sell	15,102 -388	-3%	-$20.2K	0.35%	42
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

SWP Financial's IGIB Position: Q3 2026 in Review

SWP Financial reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.5% in Q3 2026, selling an estimated $20.2K and leaving 15,102 shares worth $760K. The position accounts for 0.35% of the portfolio, ranked #42.

SWP Financial first reported a position in IGIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.91M in Q1 2024. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

SWP Financial held 15,102 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $760K as of Q3 2026.
SWP Financial sold 388 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $20.2K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.35% of SWP Financial's portfolio in Q3 2026, its #42 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 12 quarters since.
SWP Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.91M in Q1 2024.
645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.