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FineMark National Bank & Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

FineMark National Bank & Trust’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
-4,565
Closed -$240K – 464
2025
Q1 		$240K Buy
+4,565
New +$237K 0.01% 386
2022
Q1 		– Sell
-16,446
Closed -$975K – 458
2021
Q4 		$975K Buy
16,446
+12,770
+347% +$760K 0.04% 219
2021
Q3 		$221K Buy
+3,676
New +$223K 0.01% 406
2020
Q1 		– Sell
-7,674
Closed -$445K – 364
2019
Q4 		$445K Buy
+7,674
New +$444K 0.02% 263
2017
Q1 		– Sell
-1,020
Closed -$55K – 665
2016
Q4 		$55K Hold
1,020
– – ﹤0.01% 604
2016
Q3 		$57K Sell
1,020
-530
-34% -$29.5K 0.01% 574
2016
Q2 		$86K Hold
1,550
– – 0.01% 474
2016
Q1 		$85K Sell
1,550
-2,966
-66% -$160K 0.01% 452
2015
Q4 		$242K Hold
4,516
– – 0.03% 294
2015
Q3 		$245K Buy
4,516
+2,066
+84% +$112K 0.03% 300
2015
Q2 		$133K Hold
2,450
– – 0.02% 413
2015
Q1 		$136K Buy
2,450
+820
+50% +$45.2K 0.02% 415
2014
Q4 		$89K Buy
1,630
+900
+123% +$49.4K 0.01% 510
2014
Q3 		$40K Buy
730
+200
+38% +$11K 0.01% 694
2014
Q2 		$29K Sell
530
-2,470
-82% -$135K ﹤0.01% 793
2014
Q1 		$164K Buy
+3,000
New +$163K 0.03% 351
2013
Q4 		– Sell
-900
Closed -$49K – 1584
2013
Q3 		$49K Sell
900
-1,704
-65% -$91.6K 0.01% 576
2013
Q2 		$140K Buy
+2,604
New +$144K 0.04% 330

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

FineMark National Bank & Trust's IGIB Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 4,565 shares — an estimated $240K sold.

FineMark National Bank & Trust first reported a position in IGIB in Q2 2013 and held it in 18 quarters. The position peaked at $975K in Q4 2021. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • FineMark National Bank & Trust reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,565 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $240K.
  • FineMark National Bank & Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • FineMark National Bank & Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $975K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.