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

Financial Gravity Companies’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 		$1.71K Buy
+32
New +$1.67K ﹤0.01% 766
2018
Q4 		$62K Buy
+1,154
New +$60.4K 0.06% 273
2018
Q1 		$56K Buy
1,048
+136
+15% +$7.33K 0.06% 282
2017
Q4 		$49K Buy
+912
New +$50K 0.06% 288

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Financial Gravity Companies's IGIB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025: 32 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IGIB as recently as Q4 2018.

Financial Gravity Companies first reported a position in IGIB in Q4 2017 and has held it in 4 quarters since. The position peaked at $62K in Q4 2018. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Financial Gravity Companies held 32 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.71K as of Q2 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #766 holding.
  • Financial Gravity Companies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $62K in Q4 2018.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.