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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Triad Wealth Partners's IGIB Position: Q1 2026 in Review

Triad Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 3,766 shares — an estimated $203K sold.

Triad Wealth Partners first reported a position in IGIB in Q2 2024 and held it in 3 quarters. The position peaked at $203K in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Triad Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 3,766 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $203K.
Triad Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $203K in Q4 2025.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.