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D.J. St. Germain’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

D.J. St. Germain’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
Q3 		– Sell
-115
Closed -$6.13K – 922
2025
Q2 		$6.13K Hold
115
– – ﹤0.01% 713
2025
Q1 		$6.04K Buy
+115
New +$5.97K ﹤0.01% 621
2023
Q3 		– Sell
-380
Closed -$19.2K – 768
2023
Q2 		$19.2K Buy
+380
New +$19.3K ﹤0.01% 476
2022
Q4 		– Sell
-4,150
Closed -$212K – 405
2022
Q3 		$212K Hold
4,150
– – 0.01% 222
2022
Q2 		$212K Buy
+4,150
New +$216K 0.01% 222
2019
Q1 		– Sell
-4,680
Closed -$245K – 178
2018
Q4 		$245K Buy
4,680
+140
+3% +$7.32K 0.03% 158
2018
Q3 		$241K Sell
4,540
-720
-14% -$38.3K 0.03% 160
2018
Q2 		$279K Sell
5,260
-1,970
-27% -$105K 0.03% 141
2018
Q1 		$388K Sell
7,230
-320
-4% -$17.2K 0.05% 121
2017
Q4 		$412K Sell
7,550
-4,216
-36% -$231K 0.05% 108
2017
Q3 		$648K Buy
11,766
+5,376
+84% +$296K 0.08% 90
2017
Q2 		$351K Sell
6,390
-6,070
-49% -$333K 0.05% 117
2017
Q1 		$679K Sell
12,460
-326
-3% -$17.7K 0.09% 88
2016
Q4 		$692K Sell
12,786
-10,542
-45% -$576K 0.09% 89
2016
Q3 		$1.3M Buy
23,328
+1,004
+4% +$55.9K 0.18% 70
2016
Q2 		$1.24M Sell
22,324
-54
-0.2% -$2.97K 0.17% 74
2016
Q1 		$1.23M Buy
22,378
+11,920
+114% +$644K 0.18% 75
2015
Q4 		$561K Buy
+10,458
New +$566K 0.08% 83

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

D.J. St. Germain's IGIB Position: Q3 2025 in Review

D.J. St. Germain sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 115 shares — an estimated $6.13K sold.

D.J. St. Germain first reported a position in IGIB in Q4 2015 and held it in 18 quarters. The position peaked at $1.3M in Q3 2016. 668 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • D.J. St. Germain reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • D.J. St. Germain sold 115 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $6.13K.
  • D.J. St. Germain first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 18 quarters.
  • D.J. St. Germain's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q3 2016.
  • 668 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on D.J. St. Germain's 13F filing for Q3 2025, filed 7 Oct 2025.