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

Essential 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
-54,156
Closed -$2.85M – 173
2024
Q4 		$2.85M Buy
+54,156
New +$2.84M 0.02% 165

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

Essential Planning's IGIB Position: Q1 2025 in Review

Essential Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 54,156 shares — an estimated $2.85M sold.

Essential Planning first reported a position in IGIB in Q4 2024 and held it in 1 quarter. The position peaked at $2.85M in Q4 2024. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Essential Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 54,156 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.85M.
  • Essential Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.85M 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 Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.