Beacon Capital Management LLC (Tennessee)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-111	Closed	-$5.9K	–	543
2025 Q2	$5.9K	Hold	111	–	–	﹤0.01%	725
2025 Q1	$5.81K	Buy	111 +1	+0.9%	+$52	﹤0.01%	737
2024 Q4	$5.68K	Buy	110 +1	+0.9%	+$52	﹤0.01%	702
2024 Q3	$5.86K	Hold	109	–	–	﹤0.01%	780
2024 Q2	$5.59K	Hold	109	–	–	﹤0.01%	680
2024 Q1	$5.62K	Hold	109	–	–	﹤0.01%	676
2023 Q4	$5.3K	Hold	109	–	–	﹤0.01%	641
2023 Q3	$5.51K	Hold	109	–	–	﹤0.01%	678
2023 Q2	$5.51K	Buy	109 +34	+45%	+$1.73K	﹤0.01%	678
2023 Q1	$3.85K	Buy	+75	New	+$3.8K	﹤0.01%	681

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

Beacon Capital Management LLC (Tennessee)'s IGIB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 111 shares — an estimated $5.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IGIB in Q1 2023 and held it in 10 quarters. The position peaked at $5.9K in Q2 2025. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 111 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $5.9K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.9K in Q2 2025.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.