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

Acorn Wealth 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
2025 Q1	–	Sell	-5,041	Closed	-$260K	–	235
2024 Q4	$260K	Hold	5,041	–	–	0.11%	196
2024 Q3	$271K	Hold	5,041	–	–	0.12%	181
2024 Q2	$258K	Hold	5,041	–	–	0.13%	167
2024 Q1	$260K	Hold	5,041	–	–	0.14%	163
2023 Q4	$262K	Buy	5,041 +340	+7%	+$16.8K	0.16%	150
2023 Q3	$229K	Buy	+4,701	New	+$234K	0.15%	159

Other funds holding IGIB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Acorn Wealth Advisors's IGIB Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 5,041 shares — an estimated $260K sold.

Acorn Wealth Advisors first reported a position in IGIB in Q3 2023 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

Acorn Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 5,041 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $260K.
Acorn Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Acorn Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $271K in Q3 2024.
626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.