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

Bellwether 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 Q3	–	Sell	-3,441	Closed	-$183K	–	337
2025 Q2	$183K	Hold	3,441	–	–	0.03%	130
2025 Q1	$181K	Hold	3,441	–	–	0.04%	133
2024 Q4	$177K	Buy	+3,441	New	+$180K	0.03%	145
2023 Q3	–	Sell	-4,767	Closed	-$241K	–	113
2023 Q2	$241K	Sell	4,767 -200	-4%	-$10.2K	0.07%	81
2023 Q1	$255K	Sell	4,967 -1,058	-18%	-$53.6K	0.07%	114
2022 Q4	$298K	Sell	6,025 -9,836	-62%	-$482K	0.09%	106
2022 Q3	$765K	Hold	15,861	–	–	0.25%	59
2022 Q2	$809K	Sell	15,861 -1,285	-7%	-$67K	0.26%	65
2022 Q1	$940K	Sell	17,146 -430	-2%	-$24.4K	0.28%	63
2021 Q4	$1.04M	Sell	17,576 -883	-5%	-$52.6K	0.32%	59
2021 Q3	$1.11M	Hold	18,459	–	–	0.37%	56
2021 Q2	$1.12M	Sell	18,459 -50	-0.3%	-$2.99K	0.39%	57
2021 Q1	$1.1M	Buy	18,509 +30	+0.2%	+$1.81K	0.43%	54
2020 Q4	$1.14M	Buy	+18,479	New	+$1.13M	0.5%	42

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

Bellwether Advisors's IGIB Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 3,441 shares — an estimated $183K sold.

Bellwether Advisors first reported a position in IGIB in Q4 2020 and held it in 14 quarters. The position peaked at $1.14M in Q4 2020. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Bellwether Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 3,441 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $183K.
Bellwether Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 14 quarters.
Bellwether Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q4 2020.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.