Beacon Bridge Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beacon Bridge Wealth Partners’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 Q4	–	Sell	-4,502	Closed	-$244K	–	99
2025 Q3	$244K	Hold	4,502	–	–	0.09%	83
2025 Q2	$240K	Sell	4,502 -12,344	-73%	-$644K	0.1%	78
2025 Q1	$885K	Hold	16,846	–	–	0.38%	48
2024 Q4	$868K	Sell	16,846 -33	-0.2%	-$1.73K	0.37%	52
2024 Q3	$907K	Sell	16,879 -1,260	-7%	-$66.4K	0.39%	47
2024 Q2	$930K	Sell	18,139 -7,238	-29%	-$369K	0.43%	47
2024 Q1	$1.31M	Sell	25,377 -5,754	-18%	-$296K	0.62%	38
2023 Q4	$1.62M	Sell	31,131 -5,500	-15%	-$272K	0.81%	32
2023 Q3	$1.78M	Buy	36,631 +468	+1%	+$23.3K	0.94%	31
2023 Q2	$1.83M	Buy	36,163 +12,304	+52%	+$625K	0.93%	27
2023 Q1	$1.22M	Buy	23,859 +13,650	+134%	+$691K	0.73%	27
2022 Q4	$505K	Buy	+10,209	New	+$500K	0.37%	35

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Beacon Bridge Wealth Partners's IGIB Position: Q4 2025 in Review

Beacon Bridge Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 4,502 shares — an estimated $244K sold.

Beacon Bridge Wealth Partners first reported a position in IGIB in Q4 2022 and held it in 12 quarters. The position peaked at $1.83M in Q2 2023. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Beacon Bridge Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 4,502 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $244K.
Beacon Bridge Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
Beacon Bridge Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.83M in Q2 2023.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.