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

Congress 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 		$314K Buy
5,890
+1,290
+28% +$67.3K ﹤0.01% 1058
2025
Q1 		$242K Sell
4,600
-569
-11% -$29.6K ﹤0.01% 990
2024
Q4 		$266K Buy
5,169
+414
+9% +$21.7K ﹤0.01% 791
2024
Q3 		$255K Buy
4,755
+588
+14% +$31K ﹤0.01% 770
2024
Q2 		$214K Buy
+4,167
New +$212K ﹤0.01% 695
2022
Q2 		– Sell
-3,952
Closed -$216K – 584
2022
Q1 		$216K Buy
+3,952
New +$224K ﹤0.01% 567

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Northern Trust
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PP
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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 $5.7T 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 $3.61B AUM 15.32% 1-Year Est. Return