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

Centurion 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
2026
Q1 		– Sell
-3,728
Closed -$201K – 330
2025
Q4 		$201K Hold
3,728
– – 0.04% 295
2025
Q3 		$202K Buy
+3,728
New +$199K 0.05% 290
2024
Q4 		– Sell
-3,728
Closed -$200K – 222
2024
Q3 		$200K Buy
+3,728
New +$197K 0.06% 208
2023
Q3 		– Sell
-4,556
Closed -$230K – 159
2023
Q2 		$230K Hold
4,556
– – 0.11% 136
2023
Q1 		$234K Hold
4,556
– – 0.12% 129
2022
Q4 		$226K Buy
+4,556
New +$223K 0.13% 134

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Centurion Wealth Management's IGIB Position: Q1 2026 in Review

Centurion Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 3,728 shares — an estimated $201K sold.

Centurion Wealth Management first reported a position in IGIB in Q4 2022 and held it in 6 quarters. The position peaked at $234K in Q1 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Centurion Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 3,728 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Centurion Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Centurion Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $234K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.