Brady Family Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Brady Family Wealth’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 Q2	–	Sell	-4,765	Closed	-$250K	–	114
2025 Q1	$250K	Sell	4,765 -51	-1%	-$2.65K	0.08%	103
2024 Q4	$248K	Sell	4,816 -50	-1%	-$2.62K	0.08%	105
2024 Q3	$261K	Sell	4,866 -314	-6%	-$16.6K	0.08%	106
2024 Q2	$266K	Sell	5,180 -403	-7%	-$20.5K	0.09%	102
2024 Q1	$288K	Sell	5,583 -237	-4%	-$12.2K	0.09%	104
2023 Q4	$303K	Hold	5,820	–	–	0.1%	103
2023 Q3	$283K	Sell	5,820 -17	-0.3%	-$846	0.11%	100
2023 Q2	$295K	Sell	5,837 -189	-3%	-$9.61K	0.11%	102
2023 Q1	$309K	Sell	6,026 -64	-1%	-$3.24K	0.12%	99
2022 Q4	$302K	Buy	+6,090	New	+$299K	0.12%	101

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

Brady Family Wealth's IGIB Position: Q2 2025 in Review

Brady Family Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 4,765 shares — an estimated $250K sold.

Brady Family Wealth first reported a position in IGIB in Q4 2022 and held it in 10 quarters. The position peaked at $309K in Q1 2023. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

Brady Family Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Brady Family Wealth sold 4,765 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $250K.
Brady Family Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Brady Family Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $309K in Q1 2023.
650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Brady Family Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.