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

KPP 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
2026 Q1	$505K	Sell	9,485 -107	-1%	-$5.76K	0.07%	214
2025 Q4	$517K	Buy	9,592 +742	+8%	+$40.1K	0.08%	200
2025 Q3	$479K	Sell	8,850 -136	-2%	-$7.27K	0.07%	212
2025 Q2	$479K	Sell	8,986 -38	-0.4%	-$1.98K	0.08%	196
2025 Q1	$474K	Buy	9,024 +62	+0.7%	+$3.22K	0.09%	181
2024 Q4	$462K	Buy	8,962 +811	+10%	+$42.5K	0.11%	151
2024 Q3	$438K	Buy	8,151 +987	+14%	+$52K	0.11%	155
2024 Q2	$367K	Buy	7,164 +1,025	+17%	+$52.2K	0.1%	158
2024 Q1	$321K	Buy	+6,139	New	+$316K	0.09%	178
2023 Q4	–	Sell	-5,341	Closed	-$260K	–	167
2023 Q3	$260K	Buy	+5,341	New	+$266K	0.09%	175

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 $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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