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

Element Wealth’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
-528
Closed -$27.2K – 216
2024
Q4 		$27.2K Buy
528
+4
+0.8% +$209 0.01% 218
2024
Q3 		$28.2K Sell
524
-276
-35% -$14.6K 0.01% 212
2024
Q2 		$41K Buy
800
+2
+0.3% +$102 0.02% 193
2024
Q1 		$41.2K Buy
798
+2
+0.3% +$103 0.02% 193
2023
Q4 		$41.4K Sell
796
-516
-39% -$25.5K 0.03% 178
2023
Q3 		$63.8K Buy
1,312
+2
+0.2% +$100 0.05% 160
2023
Q2 		$66.3K Buy
1,310
+2
+0.2% +$102 0.05% 161
2023
Q1 		$67.1K Sell
1,308
-399
-23% -$20.2K 0.05% 152
2022
Q4 		$84.5K Buy
1,707
+2
+0.1% +$98 0.07% 144
2022
Q3 		$82K Buy
1,705
+2
+0.1% +$102 0.08% 133
2022
Q2 		$87K Sell
1,703
-582
-25% -$30.3K 0.09% 127
2022
Q1 		$125K Buy
2,285
+1,620
+244% +$91.8K 0.1% 129
2021
Q4 		$39K Hold
665
– – 0.03% 147
2021
Q3 		$40K Hold
665
– – 0.03% 137
2021
Q2 		$40K Hold
665
– – 0.03% 130
2021
Q1 		$39K Buy
+665
New +$40.2K 0.03% 130
2020
Q1 		– Sell
-172
Closed -$10K – 123
2019
Q4 		$10K Buy
+172
New +$9.96K 0.01% 102

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

Element Wealth's IGIB Position: Q1 2025 in Review

Element Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 528 shares — an estimated $27.2K sold.

Element Wealth first reported a position in IGIB in Q4 2019 and held it in 17 quarters. The position peaked at $125K in Q1 2022. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Element Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 528 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $27.2K.
  • Element Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Element Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $125K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.