Cornerstone Planning Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cornerstone Planning Group’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	–	Sell	-897	Closed	-$48.4K	–	1864
2025 Q4	$48.4K	Hold	897	–	–	0.01%	358
2025 Q3	$48.5K	Buy	+897	New	+$48K	0.01%	352
2025 Q2	–	Sell	-21	Closed	-$1.09K	–	1609
2025 Q1	$1.09K	Buy	+21	New	+$1.09K	﹤0.01%	1114
2024 Q3	–	Sell	-124	Closed	-$6.5K	–	1326
2024 Q2	$6.5K	Buy	124 +100	+417%	+$5.09K	﹤0.01%	518
2024 Q1	$1.18K	Buy	+24	New	+$1.23K	﹤0.01%	748
2023 Q4	–	Sell	-98	Closed	-$4.77K	–	988
2023 Q3	$4.77K	Hold	98	–	–	﹤0.01%	534
2023 Q2	$4.96K	Buy	+98	New	+$4.98K	﹤0.01%	895
2022 Q4	$5.06K	Buy	+98	New	+$4.8K	﹤0.01%	883

Other funds holding IGIB

Financial Engines Advisors

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

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

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return