Insigneo Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Insigneo Advisory Services’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	-5,404	Closed	-$292K	–	800
2025 Q3	$292K	Sell	5,404 -869	-14%	-$46.5K	0.02%	519
2025 Q2	$334K	Sell	6,273 -409	-6%	-$21.3K	0.03%	426
2025 Q1	$351K	Sell	6,682 -6	-0.1%	-$312	0.04%	381
2024 Q4	$344K	Sell	6,688 -449	-6%	-$23.5K	0.04%	388
2024 Q3	$383K	Buy	+7,137	New	+$376K	0.04%	376

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 $49B AUM 17.78% 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 $374B AUM 17.66% 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

Insigneo Advisory Services's IGIB Position: Q4 2025 in Review

Insigneo Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 5,404 shares — an estimated $292K sold.

Insigneo Advisory Services first reported a position in IGIB in Q3 2024 and held it in 5 quarters. The position peaked at $383K in Q3 2024. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Insigneo Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 5,404 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $292K.
Insigneo Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Insigneo Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $383K in Q3 2024.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.