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

My Legacy 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 Q2	$1.02M	Buy	19,248 +5,149	+37%	+$269K	0.36%	82
2025 Q1	$741K	Sell	14,099 -1,139	-7%	-$59.2K	0.29%	104
2024 Q4	$782K	Buy	15,238 +1,201	+9%	+$62.9K	0.3%	89
2024 Q3	$754K	Buy	14,037 +2,278	+19%	+$120K	0.3%	99
2024 Q2	$603K	Buy	+11,759	New	+$599K	0.19%	137

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

My Legacy Advisors's IGIB Position: Q2 2025 in Review

My Legacy Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 37% in Q2 2025, buying an estimated $269K and bringing the position to 19,248 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #82.

My Legacy Advisors first reported a position in IGIB in Q2 2024 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

My Legacy Advisors held 19,248 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q2 2025.
My Legacy Advisors bought 5,149 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $269K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.36% of My Legacy Advisors's portfolio in Q2 2025, its #82 holding.
My Legacy Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.