Optivise Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Optivise Advisory Services’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	-3,728	Closed	-$202K	–	212
2025 Q3	$202K	Sell	3,728 -18,573	-83%	-$993K	0.12%	191
2025 Q2	$1.19M	Hold	22,301	–	–	0.61%	45
2025 Q1	$1.17M	Hold	22,301	–	–	0.66%	38
2024 Q4	$1.15M	Sell	22,301 -328	-1%	-$17.2K	0.62%	41
2024 Q3	$1.22M	Sell	22,629 -3	-0%	-$158	0.64%	39
2024 Q2	$1.16M	Buy	+22,632	New	+$1.15M	0.63%	42

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Optivise Advisory Services's IGIB Position: Q4 2025 in Review

Optivise Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 3,728 shares — an estimated $202K sold.

Optivise Advisory Services first reported a position in IGIB in Q2 2024 and held it in 6 quarters. The position peaked at $1.22M in Q3 2024. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Optivise Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Optivise Advisory Services sold 3,728 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $202K.
Optivise Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Optivise Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.22M in Q3 2024.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.