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

Avantra Family Wealth’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
-10,246
Closed -$528K – 157
2024
Q4 		$528K Buy
+10,246
New +$537K 0.49% 64

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.81B AUM 4.62% 1-Year Est. Return

Avantra Family Wealth's IGIB Position: Q1 2025 in Review

Avantra Family Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 10,246 shares — an estimated $528K sold.

Avantra Family Wealth first reported a position in IGIB in Q4 2024 and held it in 1 quarter. The position peaked at $528K in Q4 2024. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Avantra Family Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 10,246 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $528K.
  • Avantra Family Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Avantra Family Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $528K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.