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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-8,320
Closed -$429K – 79
2024
Q4 		$429K Buy
+8,320
New +$436K 0.29% 62

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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IGIB Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 8,320 shares — an estimated $429K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IGIB in Q4 2024 and held it in 1 quarter. The position peaked at $429K in Q4 2024. 627 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 8,320 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $429K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $429K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.