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

Tilia Fiduciary 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
Q1 		$1.05M Buy
19,801
+250
+1% +$13.5K 0.58% 53
2025
Q4 		$1.05M Sell
19,551
-961
-5% -$51.9K 0.58% 52
2025
Q3 		$1.11M Buy
20,512
+767
+4% +$41K 0.64% 52
2025
Q2 		$1.05M Buy
19,745
+2,643
+15% +$138K 0.64% 53
2025
Q1 		$898K Buy
17,102
+420
+3% +$21.8K 0.6% 55
2024
Q4 		$859K Buy
16,682
+929
+6% +$48.7K 0.59% 51
2024
Q3 		$846K Buy
15,753
+1,843
+13% +$97.2K 0.59% 54
2024
Q2 		$713K Buy
13,910
+1,556
+13% +$79.2K 0.56% 56
2024
Q1 		$637K Buy
12,354
+2,996
+32% +$154K 0.52% 57
2023
Q4 		$487K Buy
9,358
+3,336
+55% +$165K 0.45% 67
2023
Q3 		$293K Buy
6,022
+5,751
+2,122% +$286K 0.31% 85
2023
Q2 		$13.7K Hold
271
– – 0.01% 346
2023
Q1 		$13.9K Hold
271
– – 0.01% 341
2022
Q4 		$13.4K Hold
271
– – 0.01% 338
2022
Q3 		$13K Sell
271
-195
-42% -$9.97K 0.01% 344
2022
Q2 		$24K Sell
466
-225
-33% -$11.7K 0.02% 274
2022
Q1 		$38K Sell
691
-294
-30% -$16.7K 0.03% 243
2021
Q4 		$58K Buy
+985
New +$58.6K 0.05% 207

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 $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Tilia Fiduciary Partners's IGIB Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 19,801 shares worth $1.05M. The position accounts for 0.58% of the portfolio, ranked #53.

Tilia Fiduciary Partners first reported a position in IGIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Tilia Fiduciary Partners held 19,801 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.05M as of Q1 2026.
  • Tilia Fiduciary Partners bought 250 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $13.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #53 holding.
  • Tilia Fiduciary Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.11M in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.