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Belpointe Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Belpointe Asset Management’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
-6,664
Closed -$353K – 975
2024
Q4 		$353K Buy
6,664
+73
+1% +$3.82K 0.02% 599
2024
Q3 		$354K Sell
6,591
-125
-2% -$6.59K 0.02% 607
2024
Q2 		$344K Sell
6,716
-953
-12% -$48.5K 0.02% 543
2024
Q1 		$396K Buy
+7,669
New +$394K 0.03% 498
2023
Q2 		– Sell
-4,457
Closed -$229K – 1872
2023
Q1 		$229K Sell
4,457
-6,657
-60% -$337K 0.01% 873
2022
Q4 		$550K Buy
11,114
+6,616
+147% +$324K 0.03% 496
2022
Q3 		$218K Buy
4,498
+209
+5% +$10.7K 0.01% 796
2022
Q2 		$219K Sell
4,289
-489
-10% -$25.5K 0.01% 790
2022
Q1 		$262K Buy
4,778
+893
+23% +$50.6K 0.02% 793
2021
Q4 		$230K Sell
3,885
-3,436
-47% -$205K 0.01% 841
2021
Q3 		$440K Buy
7,321
+4,997
+215% +$304K 0.03% 546
2021
Q2 		$140K Buy
+2,324
New +$139K 0.01% 979
2020
Q3 		– Sell
-2,022
Closed -$122K – 802
2020
Q2 		$122K Buy
+2,022
New +$118K 0.02% 660

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

Belpointe Asset Management's IGIB Position: Q1 2025 in Review

Belpointe Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 6,664 shares — an estimated $353K sold.

Belpointe Asset Management first reported a position in IGIB in Q2 2020 and held it in 13 quarters. The position peaked at $550K in Q4 2022. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Belpointe Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 6,664 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $353K.
  • Belpointe Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
  • Belpointe Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $550K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.