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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triad Wealth Partners's IGIB Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 4,624 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in IGIB as recently as Q4 2025.

Triad Wealth Partners first reported a position in IGIB in Q2 2024 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Triad Wealth Partners held 4,624 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $241K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Triad Wealth Partners position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #497 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 4 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.