Ceeto Capital Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Ceeto Capital Group’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
2026 Q1	$426K	Hold	8,000	–	–	0.13%	123
2025 Q4	$431K	Hold	8,000	–	–	0.13%	128
2025 Q3	$433K	Hold	8,000	–	–	0.13%	129
2025 Q2	$426K	Hold	8,000	–	–	0.15%	125
2025 Q1	$420K	Hold	8,000	–	–	0.16%	116
2024 Q4	$412K	Hold	8,000	–	–	0.15%	119
2024 Q3	$430K	Buy	8,000 +2,000	+33%	+$105K	0.16%	115
2024 Q2	$308K	Hold	6,000	–	–	0.12%	124
2024 Q1	$310K	Hold	6,000	–	–	0.13%	132
2023 Q4	$312K	Hold	6,000	–	–	0.13%	131
2023 Q3	$291K	Hold	6,000	–	–	0.14%	130
2023 Q2	$303K	Buy	+6,000	New	+$305K	0.14%	130

Other funds holding IGIB

Financial Engines Advisors

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

Envestnet Asset Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return