Beirne Wealth Consulting Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beirne Wealth Consulting Services’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	-3,714	Closed	-$201K	–	166
2025 Q3	$201K	Buy	+3,714	New	+$199K	0.05%	221
2024 Q1	–	Sell	-4,121	Closed	-$214K	–	125
2023 Q4	$214K	Buy	+4,121	New	+$204K	0.11%	135
2021 Q1	–	Sell	-5,304	Closed	-$328K	–	136
2020 Q4	$328K	Buy	5,304 +318	+6%	+$19.5K	0.16%	99
2020 Q3	$303K	Buy	+4,986	New	+$304K	0.18%	95

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

OCM

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

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

Beirne Wealth Consulting Services's IGIB Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 3,714 shares — an estimated $201K sold.

Beirne Wealth Consulting Services first reported a position in IGIB in Q3 2020 and held it in 4 quarters. The position peaked at $328K in Q4 2020. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,714 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $201K.
Beirne Wealth Consulting Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Beirne Wealth Consulting Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $328K in Q4 2020.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.