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

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Congress Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 28% in Q2 2025, buying an estimated $67.3K and bringing the position to 5,890 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Congress Wealth Management first reported a position in IGIB in Q1 2022 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

Congress Wealth Management held 5,890 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $314K as of Q2 2025.
Congress Wealth Management bought 1,290 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $67.3K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1058 holding.
Congress Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 6 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 Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.