MB, Levis & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

MB, Levis & Associates’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 Q3	–	Sell	-132	Closed	-$7.03K	–	276
2025 Q2	$7.03K	Hold	132	–	–	﹤0.01%	207
2025 Q1	$6.93K	Hold	132	–	–	﹤0.01%	204
2024 Q4	$6.8K	Hold	132	–	–	﹤0.01%	206
2024 Q3	$7.09K	Hold	132	–	–	﹤0.01%	209
2024 Q2	$6.77K	Hold	132	–	–	﹤0.01%	208
2024 Q1	$6.81K	Hold	132	–	–	﹤0.01%	205
2023 Q4	$6.86K	Hold	132	–	–	﹤0.01%	201
2023 Q3	$6.42K	Hold	132	–	–	﹤0.01%	209
2023 Q2	$6.67K	Hold	132	–	–	﹤0.01%	210
2023 Q1	$6.77K	Hold	132	–	–	﹤0.01%	209
2022 Q4	$6.54K	Buy	+132	New	+$6.47K	0.01%	199

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

MB, Levis & Associates's IGIB Position: Q3 2025 in Review

MB, Levis & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 132 shares — an estimated $7.03K sold.

MB, Levis & Associates first reported a position in IGIB in Q4 2022 and held it in 11 quarters. The position peaked at $7.09K in Q3 2024. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

MB, Levis & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 132 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $7.03K.
MB, Levis & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.09K in Q3 2024.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.