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

Lifeworks Advisors’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
-3,723
Closed -$201K – 337
2025
Q3 		$201K Sell
3,723
-899
-19% -$48.1K 0.03% 318
2025
Q2 		$246K Buy
+4,622
New +$241K 0.04% 279
2022
Q1 		– Sell
-3,925
Closed -$233K – 133
2021
Q4 		$233K Buy
+3,925
New +$234K 0.19% 104

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lifeworks Advisors's IGIB Position: Q4 2025 in Review

Lifeworks Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 3,723 shares — an estimated $201K sold.

Lifeworks Advisors first reported a position in IGIB in Q4 2021 and held it in 3 quarters. The position peaked at $246K in Q2 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Lifeworks Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 3,723 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $201K.
  • Lifeworks Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Lifeworks Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $246K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.