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

Goldstone Financial Group’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
2026 Q1	$8.25M	Sell	155,091 -2,082	-1%	-$112K	0.9%	31
2025 Q4	$8.47M	Buy	157,173 +5,454	+4%	+$295K	0.94%	34
2025 Q3	$8.21M	Buy	151,719 +580	+0.4%	+$31K	0.97%	34
2025 Q2	$8.01M	Sell	151,139 -47,851	-24%	-$2.5M	1.06%	30
2025 Q1	$10.5M	Sell	198,990 -13,131	-6%	-$682K	1.58%	19
2024 Q4	$10.9M	Sell	212,121 -16,629	-7%	-$871K	1.71%	16
2024 Q3	$12.3M	Buy	228,750 +74,268	+48%	+$3.92M	2.14%	9
2024 Q2	$7.92M	Buy	154,482 +6,574	+4%	+$335K	1.59%	19
2024 Q1	$7.63M	Buy	147,908 +12,177	+9%	+$626K	1.75%	18
2023 Q4	$7.06M	Buy	+135,731	New	+$6.71M	1.82%	15

Other funds holding IGIB

Financial Engines Advisors

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return