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

Financial Advocates Investment Management’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
Q2 		– Sell
-59,447
Closed -$3.12M – 699
2025
Q1 		$3.12M Sell
59,447
-50,904
-46% -$2.64M 0.22% 106
2024
Q4 		$5.68M Sell
110,351
-94,741
-46% -$4.96M 0.32% 66
2024
Q3 		$11M Buy
205,092
+48,168
+31% +$2.54M 0.62% 31
2024
Q2 		$8.04M Buy
156,924
+47,793
+44% +$2.43M 0.5% 43
2024
Q1 		$5.63M Buy
109,131
+28,262
+35% +$1.45M 0.33% 77
2023
Q4 		$4.21M Buy
80,869
+18,669
+30% +$923K 0.27% 83
2023
Q3 		$3.03M Sell
62,200
-4,846
-7% -$241K 0.22% 118
2023
Q2 		$3.39M Buy
67,046
+26,367
+65% +$1.34M 0.24% 103
2023
Q1 		$2.09M Buy
40,679
+7,514
+23% +$381K 0.15% 162
2022
Q4 		$1.64M Buy
33,165
+28,241
+574% +$1.38M 0.12% 202
2022
Q3 		$238K Sell
4,924
-1,013
-17% -$51.8K 0.02% 616
2022
Q2 		$303K Sell
5,937
-51
-0.9% -$2.66K 0.02% 501
2022
Q1 		$352K Sell
5,988
-6,882
-53% -$390K 0.02% 528
2021
Q4 		$763K Sell
12,870
-70
-0.5% -$4.17K 0.05% 388
2021
Q3 		$778K Buy
12,940
+3,833
+42% +$233K 0.05% 375
2021
Q2 		$578K Sell
9,107
-2,975
-25% -$178K 0.04% 452
2021
Q1 		$715K Sell
12,082
-27,256
-69% -$1.65M 0.05% 399
2020
Q4 		$2.44M Sell
39,338
-6,502
-14% -$398K 0.17% 142
2020
Q3 		$2.79M Buy
+45,840
New +$2.8M 0.24% 88
2020
Q2 		– Sell
-43,379
Closed -$2.53M – 625
2020
Q1 		$2.38M Sell
43,379
-605
-1% -$34.9K 0.34% 75
2019
Q4 		$2.55M Buy
43,984
+3,591
+9% +$208K 0.27% 97
2019
Q3 		$2.34M Buy
40,393
+1,762
+5% +$101K 0.27% 101
2019
Q2 		$2.2M Sell
38,631
-12,467
-24% -$692K 0.26% 106
2019
Q1 		$2.82M Sell
51,098
-239
-0.5% -$12.8K 0.35% 75
2018
Q4 		$2.69M Buy
51,337
+199
+0.4% +$10.4K 0.37% 75
2018
Q3 		$2.71M Sell
51,138
-2,296
-4% -$122K 0.3% 87
2018
Q2 		$2.83M Buy
53,434
+4,476
+9% +$238K 0.34% 76
2018
Q1 		$2.63M Buy
48,958
+34,948
+249% +$1.88M 0.34% 74
2017
Q4 		$765K Buy
+14,010
New +$768K 0.1% 200

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $1.66T 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Financial Advocates Investment Management's IGIB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 59,447 shares — an estimated $3.12M sold.

Financial Advocates Investment Management first reported a position in IGIB in Q4 2017 and held it in 29 quarters. The position peaked at $11M in Q3 2024. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 59,447 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $3.12M.
  • Financial Advocates Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.