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Nalls Sherbakoff Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Nalls Sherbakoff Group’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 		$88.9K Hold
1,650
– – 0.06% 151
2025
Q3 		$89.2K Hold
1,650
– – 0.06% 156
2025
Q2 		$87.9K Buy
+1,650
New +$86.1K 0.06% 151

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nalls Sherbakoff Group's IGIB Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2025 at 1,650 shares worth $88.9K. The position accounts for 0.06% of the portfolio, ranked #151.

Nalls Sherbakoff Group first reported a position in IGIB in Q2 2025 and has held it in 3 quarters since. The position peaked at $89.2K in Q3 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Nalls Sherbakoff Group held 1,650 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $88.9K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #151 holding.
  • Nalls Sherbakoff Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Nalls Sherbakoff Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $89.2K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.