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

Patten 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
Q3 		– Sell
-3,875
Closed -$206K – 287
2025
Q2 		$206K Buy
+3,875
New +$202K 0.04% 252
2019
Q1 		– Sell
-340
Closed -$18K – 355
2018
Q4 		$18K Sell
340
-2,140
-86% -$112K 0.01% 380
2018
Q3 		$132K Sell
2,480
-2,270
-48% -$121K 0.05% 226
2018
Q2 		$252K Sell
4,750
-900
-16% -$47.9K 0.1% 174
2018
Q1 		$303K Sell
5,650
-500
-8% -$26.9K 0.12% 159
2017
Q4 		$336K Buy
6,150
+160
+3% +$8.77K 0.13% 154
2017
Q3 		$330K Buy
5,990
+10
+0.2% +$551 0.13% 150
2017
Q2 		$329K Buy
5,980
+470
+9% +$25.8K 0.13% 150
2017
Q1 		$300K Hold
5,510
– – 0.13% 146
2016
Q4 		$299K Sell
5,510
-1,300
-19% -$71.1K 0.13% 147
2016
Q3 		$377K Hold
6,810
– – 0.18% 121
2016
Q2 		$379K Hold
6,810
– – 0.18% 122
2016
Q1 		$373K Hold
6,810
– – 0.18% 119
2015
Q4 		$365K Sell
6,810
-1,060
-13% -$57.4K 0.18% 120
2015
Q3 		$427K Sell
7,870
-460
-6% -$25K 0.22% 103
2015
Q2 		$453K Sell
8,330
-400
-5% -$22K 0.22% 102
2015
Q1 		$483K Sell
8,730
-100
-1% -$5.51K 0.25% 104
2014
Q4 		$483K Buy
+8,830
New +$484K 0.23% 107

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Patten Group's IGIB Position: Q3 2025 in Review

Patten Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 3,875 shares — an estimated $206K sold.

Patten Group first reported a position in IGIB in Q4 2014 and held it in 18 quarters. The position peaked at $483K in Q1 2015. 668 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Patten Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Patten Group sold 3,875 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $206K.
  • Patten Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 18 quarters.
  • Patten Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $483K in Q1 2015.
  • 668 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Patten Group's 13F filing for Q3 2025, filed 10 Nov 2025.