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

Arete 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
Q2 		– Sell
-14,298
Closed -$751K – 772
2025
Q1 		$751K Buy
+14,298
New +$743K 0.06% 294
2024
Q4 		– Sell
-10,554
Closed -$567K – 767
2024
Q3 		$567K Buy
10,554
+6,308
+149% +$333K 0.05% 340
2024
Q2 		$218K Buy
+4,246
New +$216K 0.02% 631
2024
Q1 		– Sell
-15,743
Closed -$819K – 525
2023
Q4 		$819K Buy
+15,743
New +$778K 0.06% 292
2023
Q3 		– Sell
-32,813
Closed -$1.66M – 601
2023
Q2 		$1.66M Sell
32,813
-11,834
-27% -$601K 0.15% 149
2023
Q1 		$2.29M Buy
44,647
+3,294
+8% +$167K 0.19% 106
2022
Q4 		$2.05M Buy
41,353
+32,048
+344% +$1.57M 0.18% 112
2022
Q3 		$449K Buy
+9,305
New +$476K 0.04% 323
2017
Q3 		– Sell
-5,728
Closed -$314K – 275
2017
Q2 		$314K Buy
5,728
+36
+0.6% +$1.97K 0.14% 182
2017
Q1 		$310K Buy
5,692
+24
+0.4% +$1.3K 0.14% 151
2016
Q4 		$307K Buy
5,668
+44
+0.8% +$2.4K 0.14% 128
2016
Q3 		$313K Buy
5,624
+34
+0.6% +$1.89K 0.18% 106
2016
Q2 		$311K Buy
5,590
+34
+0.6% +$1.87K 0.2% 98
2016
Q1 		$305K Sell
5,556
-266
-5% -$14.4K 0.18% 103
2015
Q4 		$312K Hold
5,822
– – 0.19% 91
2015
Q3 		$316K Hold
5,822
– – 0.25% 84
2015
Q2 		$317K Hold
5,822
– – 0.21% 101
2015
Q1 		$322K Hold
5,822
– – 0.21% 102
2014
Q4 		$318K Hold
5,822
– – 0.22% 95
2014
Q3 		$318K Hold
5,822
– – 0.24% 88
2014
Q2 		$321K Hold
5,822
– – 0.25% 86
2014
Q1 		$317K Hold
5,822
– – 0.29% 73
2013
Q4 		$314K Buy
+5,822
New +$315K 0.31% 71

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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Arete Wealth Advisors's IGIB Position: Q2 2025 in Review

Arete Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 14,298 shares — an estimated $751K sold.

Arete Wealth Advisors first reported a position in IGIB in Q4 2013 and held it in 23 quarters. The position peaked at $2.29M in Q1 2023. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Arete Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,298 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $751K.
  • Arete Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and held it in 23 quarters.
  • Arete Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.29M in Q1 2023.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.