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

Capstone Financial 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
-3,951
Closed -$211K – 188
2025
Q2 		$211K Buy
+3,951
New +$206K 0.01% 156

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

Capstone Financial Advisors's IGIB Position: Q3 2025 in Review

Capstone Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 3,951 shares — an estimated $211K sold.

Capstone Financial Advisors first reported a position in IGIB in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Capstone Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,951 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $211K.
  • Capstone Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Capstone Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $211K 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 Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.