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Briaud Financial Planning’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Briaud Financial Planning’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
-486
Closed -$25K – 174
2025
Q2 		$25K Buy
+486
New +$25.4K 0.01% 150

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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

Briaud Financial Planning's IGIB Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 486 shares — an estimated $25K sold.

Briaud Financial Planning first reported a position in IGIB in Q2 2025 and held it in 1 quarter. The position peaked at $25K in Q2 2025. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 486 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $25K.
  • Briaud Financial Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25K 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 Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.