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Legacy Investment Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legacy Investment Solutions’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
Q2 		$10.2K Buy
+191
New +$9.97K 0.01% 316
2024
Q4 		$10.7K Buy
+206
New +$10.8K 0.01% 280

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

Legacy Investment Solutions's IGIB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025: 191 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IGIB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IGIB in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.7K in Q4 2024. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Legacy Investment Solutions held 191 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.2K as of Q2 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #316 holding.
  • Legacy Investment Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.7K in Q4 2024.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.