Triad Wealth Partners
IGIB icon

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

Triad Wealth 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
Q3 		$219K Sell
4,351
-273
-6% -$14.2K 0.01% 516
2026
Q2 		$241K Buy
+4,624
New +$246K 0.01% 497
2026
Q1 		– Sell
-3,766
Closed -$203K – 496
2025
Q4 		$203K Buy
3,766
+59
+2% +$3.19K 0.02% 453
2025
Q3 		$201K Buy
+3,707
New +$198K 0.03% 366
2024
Q3 		– Sell
-776
Closed -$39.8K – 444
2024
Q2 		$39.8K Buy
+776
New +$39.5K 0.02% 258

Other funds holding IGIB

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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
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Triad Wealth Partners's IGIB Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.9% in Q3 2026, selling an estimated $14.2K and leaving 4,351 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #516.

Triad Wealth Partners first reported a position in IGIB in Q2 2024 and has held it in 5 quarters since. The position peaked at $241K in Q2 2026. 454 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Triad Wealth Partners held 4,351 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $219K as of Q3 2026.
  • Triad Wealth Partners sold 273 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $14.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #516 holding.
  • Triad Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $241K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.