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

Financial Gravity Asset 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 Q4	–	Sell	-26	Closed	-$1.41K	–	842
2025 Q3	$1.41K	Buy	+26	New	+$1.39K	﹤0.01%	788
2025 Q1	$1.68K	Buy	+32	New	+$1.66K	﹤0.01%	838
2024 Q2	–	Sell	-90	Closed	-$4.62K	–	1605
2024 Q1	$4.62K	Buy	90 +42	+88%	+$2.16K	﹤0.01%	582
2023 Q4	$2.5K	Buy	+48	New	+$2.37K	﹤0.01%	689
2021 Q3	$60K	Buy	+47	New	+$2.85K	0.03%	494
2020 Q4	$3K	Buy	+47	New	+$2.88K	﹤0.01%	268
2019 Q4	$1K	Sell	21 -183	-90%	-$10.6K	﹤0.01%	1343
2019 Q3	$12K	Sell	204 -124	-38%	-$7.13K	0.01%	572
2019 Q2	$19K	Sell	328 -401	-55%	-$22.2K	0.02%	486
2019 Q1	$40K	Buy	+729	New	+$39.2K	0.03%	361
2018 Q3	$61K	Sell	1,158 -1,160	-50%	-$61.7K	0.06%	274
2018 Q2	$62K	Buy	2,318 +1,270	+121%	+$67.5K	0.06%	277
2018 Q1	$56K	Buy	+1,048	New	+$56.5K	0.06%	282

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Financial Gravity Asset Management's IGIB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 26 shares — an estimated $1.41K sold.

Financial Gravity Asset Management first reported a position in IGIB in Q1 2018 and held it in 13 quarters. The position peaked at $62K in Q2 2018. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Financial Gravity Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 26 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.41K.
Financial Gravity Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Financial Gravity Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $62K in Q2 2018.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.