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

AllSquare Wealth Management’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 Q3	$34.6K	Hold	641	–	–	0.02%	268
2025 Q2	$34.1K	Sell	641 -9	-1%	-$470	0.02%	262
2025 Q1	$34.1K	Hold	650	–	–	0.02%	252
2024 Q4	$33.5K	Hold	650	–	–	0.02%	252
2024 Q3	$34.9K	Hold	650	–	–	0.02%	250
2024 Q2	$33.3K	Hold	650	–	–	0.02%	252
2024 Q1	$33.5K	Hold	650	–	–	0.02%	251
2023 Q4	$33.8K	Hold	650	–	–	0.02%	250
2023 Q3	$31.6K	Hold	650	–	–	0.02%	254
2023 Q2	$32.9K	Hold	650	–	–	0.02%	254
2023 Q1	$33.3K	Hold	650	–	–	0.02%	256
2022 Q4	$32.2K	Hold	650	–	–	0.02%	242
2022 Q3	$31K	Sell	650 -10	-2%	-$511	0.02%	237
2022 Q2	$34K	Hold	660	–	–	0.02%	242
2022 Q1	$36K	Sell	660 -58	-8%	-$3.29K	0.02%	257
2021 Q4	$43K	Hold	718	–	–	0.03%	238
2021 Q3	$43K	Hold	718	–	–	0.03%	237
2021 Q2	$43K	Hold	718	–	–	0.03%	244
2021 Q1	$43K	Hold	718	–	–	0.03%	243
2020 Q4	$44K	Hold	718	–	–	0.03%	212
2020 Q3	$44K	Buy	718 +52	+8%	+$3.17K	0.03%	205
2020 Q2	$40K	Hold	666	–	–	0.03%	207
2020 Q1	$37K	Hold	666	–	–	0.03%	188
2019 Q4	$39K	Hold	666	–	–	0.03%	209
2019 Q3	$39K	Sell	666 -234	-26%	-$13.4K	0.03%	210
2019 Q2	$51K	Sell	900 -26	-3%	-$1.44K	0.04%	187
2019 Q1	$51K	Hold	926	–	–	0.04%	180
2018 Q4	$49K	Hold	926	–	–	0.04%	165
2018 Q3	$49K	Sell	926 -2	-0.2%	-$106	0.04%	178
2018 Q2	$49K	Hold	928	–	–	0.04%	176
2018 Q1	$50K	Hold	928	–	–	0.04%	144
2017 Q4	$51K	Hold	928	–	–	0.04%	144
2017 Q3	$51K	Buy	+928	New	+$51.1K	0.04%	139
2017 Q2	–	Sell	-872	Closed	-$48K	–	272
2017 Q1	$48K	Hold	872	–	–	0.04%	138
2016 Q4	$47K	Hold	872	–	–	0.04%	136
2016 Q3	$49K	Hold	872	–	–	0.05%	124
2016 Q2	$49K	Buy	872 +110	+14%	+$6.05K	0.05%	120
2016 Q1	$42K	Sell	762 -64	-8%	-$3.46K	0.04%	128
2015 Q4	$44K	Hold	826	–	–	0.04%	123
2015 Q3	$45K	Sell	826 -2,406	-74%	-$131K	0.05%	122
2015 Q2	$176K	Sell	3,232 -664	-17%	-$36.5K	0.16%	56
2015 Q1	$216K	Hold	3,896	–	–	0.21%	48
2014 Q4	$213K	Buy	+3,896	New	+$214K	0.21%	51

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

AllSquare Wealth Management's IGIB Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2025 at 641 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #268.

AllSquare Wealth Management first reported a position in IGIB in Q4 2014 and has held it in 43 quarters since. The position peaked at $216K in Q1 2015. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

AllSquare Wealth Management held 641 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $34.6K as of Q3 2025.
AllSquare Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #268 holding.
AllSquare Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $216K in Q1 2015.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.