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

Pinion Investment 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
2026 Q1	$292K	Buy	5,479 +1,000	+22%	+$53.8K	0.07%	149
2025 Q4	$241K	Buy	+4,479	New	+$242K	0.06%	155
2025 Q3	–	Sell	-4,173	Closed	-$222K	–	174
2025 Q2	$222K	Buy	+4,173	New	+$218K	0.08%	151
2022 Q4	–	Sell	-5,091	Closed	-$246K	–	138
2022 Q3	$246K	Sell	5,091 -8	-0.2%	-$409	0.22%	129
2022 Q2	$260K	Sell	5,099 -185	-4%	-$9.64K	0.22%	134
2022 Q1	$290K	Sell	5,284 -684	-11%	-$38.8K	0.2%	138
2021 Q4	$354K	Buy	5,968 +78	+1%	+$4.64K	0.24%	124
2021 Q3	$354K	Buy	+5,890	New	+$358K	0.29%	110
2018 Q3	–	Sell	-4,762	Closed	-$253K	–	119
2018 Q2	$253K	Buy	+4,762	New	+$253K	0.49%	103

Other funds holding IGIB

Financial Engines Advisors

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

Envestnet Asset Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return