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Continuum Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Continuum Advisory’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 		– Sell
-302
Closed -$15.9K – 955
2025
Q1 		$15.9K Buy
302
+237
+365% +$12.3K ﹤0.01% 897
2024
Q4 		$3.35K Sell
65
-353
-84% -$18.5K ﹤0.01% 1248
2024
Q3 		$21.7K Buy
+418
New +$22K ﹤0.01% 824
2024
Q1 		– Sell
-7,816
Closed -$407K – 1702
2023
Q4 		$407K Buy
7,816
+648
+9% +$32K 0.06% 315
2023
Q3 		$349K Sell
7,168
-6,500
-48% -$324K 0.06% 334
2023
Q2 		$691K Sell
13,668
-192
-1% -$9.76K 0.11% 223
2023
Q1 		$711K Buy
13,860
+3,146
+29% +$159K 0.12% 202
2022
Q4 		$530K Buy
10,714
+1,400
+15% +$68.6K 0.1% 245
2022
Q3 		$450K Sell
9,314
-4,754
-34% -$243K 0.08% 258
2022
Q2 		$718K Buy
14,068
+326
+2% +$17K 0.13% 192
2022
Q1 		$717K Buy
13,742
+6,368
+86% +$361K 0.14% 189
2021
Q4 		$437K Hold
7,374
– – 0.1% 195
2021
Q3 		$443K Buy
7,374
+732
+11% +$44.5K 0.12% 176
2021
Q2 		$402K Buy
+6,642
New +$398K 0.13% 176

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
BlackRock
BlackRock New York $5.72T 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 $3.65B AUM 15.32% 1-Year Est. Return

Continuum Advisory's IGIB Position: Q2 2025 in Review

Continuum Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 302 shares — an estimated $15.9K sold.

Continuum Advisory first reported a position in IGIB in Q2 2021 and held it in 14 quarters. The position peaked at $718K in Q2 2022. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Continuum Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 302 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $15.9K.
  • Continuum Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
  • Continuum Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $718K in Q2 2022.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.