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

Cherry Tree 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 		$69.5K Hold
1,306
– – 0.01% 241
2025
Q4 		$70.4K Buy
+1,306
New +$70.6K 0.01% 242
2025
Q2 		– Sell
-142
Closed -$7.46K – 671
2025
Q1 		$7.46K Hold
142
– – ﹤0.01% 477
2024
Q4 		$7.32K Buy
+142
New +$7.44K ﹤0.01% 447

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cherry Tree Wealth Management's IGIB Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2026 at 1,306 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #241.

Cherry Tree Wealth Management first reported a position in IGIB in Q4 2024 and has held it in 4 quarters since. The position peaked at $70.4K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Cherry Tree Wealth Management held 1,306 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $69.5K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Cherry Tree Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $70.4K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.