Moloney Securities Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Moloney Securities Asset Management’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	-4,141	Closed	-$221K	–	511
2025 Q2	$221K	Sell	4,141 -625	-13%	-$32.6K	0.03%	422
2025 Q1	$250K	Sell	4,766 -488	-9%	-$25.3K	0.03%	395
2024 Q4	$271K	Buy	+5,254	New	+$275K	0.04%	365
2018 Q1	–	Sell	-8,864	Closed	-$484K	–	304
2017 Q4	$484K	Sell	8,864 -1,168	-12%	-$64K	0.2%	140
2017 Q3	$553K	Sell	10,032 -50	-0.5%	-$2.75K	0.25%	119
2017 Q2	$553K	Buy	10,082 +308	+3%	+$16.9K	0.28%	114
2017 Q1	$533K	Buy	9,774 +330	+3%	+$17.9K	0.28%	121
2016 Q4	$511K	Buy	+9,444	New	+$516K	0.31%	106

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 $58.2B AUM 22.78% 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

Moloney Securities Asset Management's IGIB Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 4,141 shares — an estimated $221K sold.

Moloney Securities Asset Management first reported a position in IGIB in Q4 2016 and held it in 8 quarters. The position peaked at $553K in Q3 2017. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Moloney Securities Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Moloney Securities Asset Management sold 4,141 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $221K.
Moloney Securities Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Moloney Securities Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $553K in Q3 2017.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.