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

TPG Financial Advisors’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 		$10M Sell
199,555
-18,608
-9% -$968K 2.96% 12
2026
Q2 		$11.6M Buy
218,163
+10,241
+5% +$544K 3.46% 10
2026
Q1 		$11.1M Buy
207,922
+7,460
+4% +$401K 3.6% 10
2025
Q4 		$10.8M Buy
200,462
+22,822
+13% +$1.23M 3.61% 9
2025
Q3 		$9.6M Buy
177,640
+3,166
+2% +$169K 3.58% 9
2025
Q2 		$9.3M Buy
174,474
+24,983
+17% +$1.3M 3.72% 9
2025
Q1 		$7.85M Sell
149,491
-218,821
-59% -$11.4M 3.47% 12
2024
Q4 		$19M Buy
368,312
+14,631
+4% +$766K 8.25% 2
2024
Q3 		$19M Buy
353,681
+9,910
+3% +$523K 8.55% 3
2024
Q2 		$17.6M Buy
+343,771
New +$17.5M 8.34% 3
2023
Q4 		$16.4M Sell
318,373
-202,535
-39% -$10M 8.35% 2
2023
Q3 		$25.3M Buy
520,908
+21,627
+4% +$1.08M 13.1% 1
2023
Q2 		$25.2M Sell
499,281
-21,788
-4% -$1.11M 13.23% 1
2023
Q1 		$26.7M Buy
521,069
+32,433
+7% +$1.64M 14.6% 1
2022
Q4 		$24.2M Buy
488,636
+193,275
+65% +$9.47M 14.67% 1
2022
Q3 		$14.3M Buy
295,361
+9,193
+3% +$470K 8.76% 4
2022
Q2 		$14.6M Buy
286,168
+9,912
+4% +$517K 9.79% 2
2022
Q1 		$15.2M Sell
276,256
-113,190
-29% -$6.42M 9.17% 3
2021
Q4 		$23.1M Sell
389,446
-14,595
-4% -$869K 14.13% 1
2021
Q3 		$24.3M Sell
404,041
-292,962
-42% -$17.8M 16.02% 1
2021
Q2 		$42.2M Buy
697,003
+112,751
+19% +$6.75M 29.61% 1
2021
Q1 		$34.6M Buy
584,252
+123,255
+27% +$7.46M 24.13% 1
2020
Q4 		$28.5M Buy
460,997
+95,427
+26% +$5.84M 21.15% 1
2020
Q3 		$22.2M Buy
365,570
+135,404
+59% +$8.26M 18.98% 2
2020
Q2 		$13.9M Buy
+230,166
New +$13.4M 12.46% 2

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TPG Financial Advisors's IGIB Position: Q3 2026 in Review

TPG Financial Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.5% in Q3 2026, selling an estimated $968K and leaving 199,555 shares worth $10M. The position accounts for 2.96% of the portfolio, ranked #12.

TPG Financial Advisors first reported a position in IGIB in Q2 2020 and has held it in 25 quarters since. The position peaked at $42.2M in Q2 2021. 481 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • TPG Financial Advisors held 199,555 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10M as of Q3 2026.
  • TPG Financial Advisors sold 18,608 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $968K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.96% of TPG Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • TPG Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • TPG Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $42.2M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on TPG Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.