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Hemington Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hemington Wealth 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
Q3 		$62K Hold
1,149
– – 0.01% 309
2025
Q2 		$61K Hold
1,149
– – 0.01% 296
2025
Q1 		$60K Hold
1,149
– – 0.01% 290
2024
Q4 		$59K Hold
1,149
– – 0.01% 279
2024
Q3 		$60K Buy
+1,149
New +$60.6K 0.02% 260

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Hemington Wealth Management's IGIB Position: Q3 2025 in Review

Hemington Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2025 at 1,149 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #309.

Hemington Wealth Management first reported a position in IGIB in Q3 2024 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Hemington Wealth Management held 1,149 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $62K as of Q3 2025.
  • Hemington Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #309 holding.
  • Hemington Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.