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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cornerstone Planning Group's IGIB Position: Q1 2026 in Review

Cornerstone Planning Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 897 shares — an estimated $48.4K sold.

Cornerstone Planning Group first reported a position in IGIB in Q4 2022 and held it in 8 quarters. The position peaked at $48.5K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Cornerstone Planning Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 897 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $48.4K.
Cornerstone Planning Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Cornerstone Planning Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $48.5K in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.