EIG
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Ellenbecker Investment Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Ellenbecker Investment 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
2025
Q4 		– Sell
-4,170
Closed -$226K – 133
2025
Q3 		$226K Buy
4,170
+48
+1% +$2.57K 0.03% 117
2025
Q2 		$220K Buy
4,122
+48
+1% +$2.5K 0.04% 113
2025
Q1 		$214K Buy
4,074
+31
+0.8% +$1.61K 0.04% 108
2024
Q4 		$208K Sell
4,043
-1,257
-24% -$65.8K 0.04% 112
2024
Q3 		$285K Sell
5,300
-2,157
-29% -$114K 0.05% 90
2024
Q2 		$382K Sell
7,457
-1,613
-18% -$82.1K 0.08% 75
2024
Q1 		$468K Sell
9,070
-230
-2% -$11.8K 0.1% 61
2023
Q4 		$483K Sell
9,300
-1,433
-13% -$70.8K 0.11% 58
2023
Q3 		$522K Buy
10,733
+106
+1% +$5.28K 0.14% 56
2023
Q2 		$537K Sell
10,627
-95
-0.9% -$4.83K 0.14% 52
2023
Q1 		$549K Sell
10,722
-756
-7% -$38.3K 0.15% 51
2022
Q4 		$568K Sell
11,478
-509
-4% -$24.9K 0.17% 45
2022
Q3 		$578K Sell
11,987
-2,080
-15% -$106K 0.18% 41
2022
Q2 		$718K Sell
14,067
-1,311
-9% -$68.3K 0.22% 33
2022
Q1 		$843K Sell
15,378
-2,809
-15% -$159K 0.24% 32
2021
Q4 		$1.08M Sell
18,187
-2,517
-12% -$150K 0.3% 29
2021
Q3 		$1.24M Sell
20,704
-2,849
-12% -$173K 0.39% 27
2021
Q2 		$1.43M Sell
23,553
-14,255
-38% -$853K 0.47% 25
2021
Q1 		$2.24M Sell
37,808
-62,050
-62% -$3.75M 0.79% 19
2020
Q4 		$6.17M Sell
99,858
-7,410
-7% -$453K 2.28% 9
2020
Q3 		$6.52M Sell
107,268
-41,638
-28% -$2.54M 2.77% 9
2020
Q2 		$8.99M Buy
148,906
+1,690
+1% +$98.5K 4.5% 8
2020
Q1 		$8.09M Sell
147,216
-749
-0.5% -$43.3K 5.09% 6
2019
Q4 		$8.58M Buy
147,965
+2,534
+2% +$147K 4.45% 8
2019
Q3 		$8.42M Buy
145,431
+499
+0.3% +$28.7K 4.75% 7
2019
Q2 		$8.25M Buy
144,932
+2,476
+2% +$137K 4.83% 7
2019
Q1 		$7.86M Buy
142,456
+5,786
+4% +$311K 5.02% 7
2018
Q4 		$7.16M Buy
136,670
+2,137
+2% +$112K 5.57% 7
2018
Q3 		$7.14M Buy
134,533
+4,563
+4% +$243K 5.27% 6
2018
Q2 		$6.9M Buy
129,970
+1,302
+1% +$69.2K 5.48% 6
2018
Q1 		$6.9M Buy
128,668
+3,400
+3% +$183K 5.71% 7
2017
Q4 		$6.84M Buy
+125,268
New +$6.87M 5.71% 6

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ellenbecker Investment Group's IGIB Position: Q4 2025 in Review

Ellenbecker Investment Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 4,170 shares — an estimated $226K sold.

Ellenbecker Investment Group first reported a position in IGIB in Q4 2017 and held it in 32 quarters. The position peaked at $8.99M in Q2 2020. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Ellenbecker Investment Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ellenbecker Investment Group sold 4,170 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $226K.
  • Ellenbecker Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 32 quarters.
  • Ellenbecker Investment Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.99M in Q2 2020.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Ellenbecker Investment Group's 13F filing for Q4 2025, filed 30 Jan 2026.