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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
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 		$9.61M 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

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

TPG Financial Advisors's IGIB Position: Q1 2026 in Review

TPG Financial Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.7% in Q1 2026, buying an estimated $401K and bringing the position to 207,922 shares worth $11.1M. The position accounts for 3.6% of the portfolio, ranked #10.

TPG Financial Advisors first reported a position in IGIB in Q2 2020 and has held it in 23 quarters since. The position peaked at $42.2M in Q2 2021. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • TPG Financial Advisors held 207,922 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.1M as of Q1 2026.
  • TPG Financial Advisors bought 7,460 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $401K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.6% of TPG Financial Advisors's portfolio in Q1 2026, its #10 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 23 quarters since.
  • TPG Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $42.2M in Q2 2021.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.