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

SWS 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	$3.72M	Buy	69,976 +2,791	+4%	+$148K	0.8%	38
2026 Q1	$3.58M	Sell	67,185 -686	-1%	-$36.9K	0.88%	35
2025 Q4	$3.66M	Buy	67,871 +751	+1%	+$40.6K	0.88%	37
2025 Q3	$3.63M	Buy	67,120 +6,976	+12%	+$373K	0.89%	32
2025 Q2	$3.21M	Sell	60,144 -190	-0.3%	-$9.91K	0.86%	38
2025 Q1	$3.17M	Sell	60,334 -1,130	-2%	-$58.7K	1.04%	27
2024 Q4	$3.17M	Buy	61,464 +15,291	+33%	+$801K	0.96%	33
2024 Q3	$2.48M	Sell	46,173 -3,985	-8%	-$210K	0.79%	43
2024 Q2	$2.57M	Sell	50,158 -66	-0.1%	-$3.36K	0.77%	49
2024 Q1	$2.59M	Buy	50,224 +939	+2%	+$48.3K	0.77%	48
2023 Q4	$2.56M	Buy	49,285 +2,851	+6%	+$141K	0.84%	44
2023 Q3	$2.26M	Buy	46,434 +892	+2%	+$44.4K	0.84%	53
2023 Q2	$2.3M	Buy	45,542 +1,349	+3%	+$68.6K	0.83%	52
2023 Q1	$2.27M	Sell	44,193 -3,977	-8%	-$201K	0.84%	51
2022 Q4	$2.38M	Buy	48,170 +917	+2%	+$45K	1.13%	37
2022 Q3	$2.28M	Buy	+47,253	New	+$2.42M	1.06%	34
2021 Q1	–	Sell	-42,227	Closed	-$2.61M	–	90
2020 Q4	$2.61M	Buy	42,227 +2,070	+5%	+$127K	1.16%	23
2020 Q3	$2.44M	Buy	+40,157	New	+$2.45M	1.22%	22
2020 Q2	–	Sell	-42,519	Closed	-$2.33M	–	84
2020 Q1	$2.33M	Buy	+42,519	New	+$2.46M	1.67%	11
2019 Q3	$2.92M	Buy	50,559 +6,390	+14%	+$367K	1.73%	12
2019 Q2	$2.51M	Buy	+44,169	New	+$2.45M	1.6%	12

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SWS Partners's IGIB Position: Q2 2026 in Review

SWS Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.2% in Q2 2026, buying an estimated $148K and bringing the position to 69,976 shares worth $3.72M. The position accounts for 0.8% of the portfolio, ranked #38.

SWS Partners first reported a position in IGIB in Q2 2019 and has held it in 21 quarters since. 402 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

SWS Partners held 69,976 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.72M as of Q2 2026.
SWS Partners bought 2,791 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $148K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.8% of SWS Partners's portfolio in Q2 2026, its #38 holding.
SWS Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
402 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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