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

Centricity Wealth 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
Q2 		$3.89K Buy
73
+19
+35% +$992 ﹤0.01% 387
2025
Q1 		$2.84K Buy
54
+20
+59% +$1.04K ﹤0.01% 402
2024
Q4 		$1.75K Buy
+34
New +$1.78K ﹤0.01% 427

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Centricity Wealth Management's IGIB Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 35% in Q2 2025, buying an estimated $992 and bringing the position to 73 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Centricity Wealth Management first reported a position in IGIB in Q4 2024 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Centricity Wealth Management held 73 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.89K as of Q2 2025.
  • Centricity Wealth Management bought 19 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $992.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #387 holding.
  • Centricity Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.