Consolidated Portfolio Review Corp’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-5,797	Closed	-$314K	–	211
2025 Q3	$314K	Buy	5,797 +286	+5%	+$15.3K	0.04%	363
2025 Q2	$294K	Sell	5,511 -436	-7%	-$22.8K	0.04%	359
2025 Q1	$312K	Sell	5,947 -16	-0.3%	-$831	0.05%	289
2024 Q4	$307K	Sell	5,963 -552	-8%	-$28.9K	0.05%	294
2024 Q3	$350K	Sell	6,515 -489	-7%	-$25.8K	0.08%	224
2024 Q2	$359K	Buy	7,004 +368	+6%	+$18.7K	0.08%	206
2024 Q1	$342K	Sell	6,636 -588	-8%	-$30.2K	0.09%	194
2023 Q4	$376K	Sell	7,224 -156	-2%	-$7.71K	0.09%	208
2023 Q3	$359K	Sell	7,380 -58	-0.8%	-$2.89K	0.09%	216
2023 Q2	$376K	Sell	7,438 -960	-11%	-$48.8K	0.09%	200
2023 Q1	$431K	Buy	+8,398	New	+$425K	0.12%	174

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Consolidated Portfolio Review Corp's IGIB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 5,797 shares — an estimated $314K sold.

Consolidated Portfolio Review Corp first reported a position in IGIB in Q1 2023 and held it in 11 quarters. The position peaked at $431K in Q1 2023. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 5,797 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $314K.
Consolidated Portfolio Review Corp first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $431K in Q1 2023.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.