PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-600	Closed	-$32.5K	–	570
2025 Q3	$32.5K	Hold	600	–	–	0.01%	330
2025 Q2	$32K	Hold	600	–	–	0.01%	308
2025 Q1	$31.5K	Hold	600	–	–	0.01%	304
2024 Q4	$30.9K	Buy	+600	New	+$31.4K	0.01%	303

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IGIB Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 600 shares — an estimated $32.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IGIB in Q4 2024 and held it in 4 quarters. The position peaked at $32.5K in Q3 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 600 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $32.5K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $32.5K in Q3 2025.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.