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

Cypress Financial Planning’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
Q1 		– Sell
-4,010
Closed -$207K – 85
2024
Q4 		$207K Buy
+4,010
New +$210K 0.08% 75

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Cypress Financial Planning's IGIB Position: Q1 2025 in Review

Cypress Financial Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 4,010 shares — an estimated $207K sold.

Cypress Financial Planning first reported a position in IGIB in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Cypress Financial Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cypress Financial Planning sold 4,010 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $207K.
  • Cypress Financial Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Cypress Financial Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $207K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Cypress Financial Planning's 13F filing for Q1 2025, filed 9 Apr 2025.