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

Crewe Advisors’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 		$799 Hold
15
– – ﹤0.01% 973
2025
Q4 		$809 Hold
15
– – ﹤0.01% 1012
2025
Q3 		$812 Hold
15
– – ﹤0.01% 929
2025
Q2 		$800 Buy
+15
New +$783 ﹤0.01% 628
2023
Q4 		– Sell
-117
Closed -$5.69K – 560
2023
Q3 		$5.69K Sell
117
-45
-28% -$2.24K ﹤0.01% 282
2023
Q2 		$8.19K Buy
162
+117
+260% +$5.95K ﹤0.01% 426
2023
Q1 		$2.31K Hold
45
– – ﹤0.01% 709
2022
Q4 		$2.23K Hold
45
– – ﹤0.01% 821
2022
Q3 		$2K Hold
45
– – ﹤0.01% 1047
2022
Q2 		$2K Hold
45
– – ﹤0.01% 979
2022
Q1 		$2K Buy
+45
New +$2.55K ﹤0.01% 434

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return