Howe & Rusling’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Howe & Rusling’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	-238	Closed	-$12.9K	–	489
2025 Q3	$12.9K	Buy	+238	New	+$12.7K	﹤0.01%	411
2024 Q2	–	Sell	-1,150	Closed	-$59.3K	–	376
2024 Q1	$59.3K	Buy	1,150 +787	+217%	+$40.4K	0.01%	292
2023 Q4	$18.9K	Hold	363	–	–	﹤0.01%	305
2023 Q3	$17.7K	Hold	363	–	–	﹤0.01%	284
2023 Q2	$18.4K	Buy	+363	New	+$18.4K	﹤0.01%	282
2023 Q1	–	Sell	-509	Closed	-$25.2K	–	320
2022 Q4	$25.2K	Buy	+509	New	+$24.9K	﹤0.01%	260
2014 Q3	–	Sell	-200	Closed	-$11K	–	907
2014 Q2	$11K	Hold	200	–	–	﹤0.01%	469
2014 Q1	$11K	Buy	+200	New	+$10.9K	﹤0.01%	554

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

Howe & Rusling's IGIB Position: Q4 2025 in Review

Howe & Rusling sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 238 shares — an estimated $12.9K sold.

Howe & Rusling first reported a position in IGIB in Q1 2014 and held it in 8 quarters. The position peaked at $59.3K in Q1 2024. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Howe & Rusling reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Howe & Rusling sold 238 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $12.9K.
Howe & Rusling first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2014 and held it in 8 quarters.
Howe & Rusling's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $59.3K in Q1 2024.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.