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

Prosperity Consulting 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
2026 Q2	$15.9M	Sell	299,448 -7,114	-2%	-$378K	0.6%	30
2026 Q1	$16.3M	Sell	306,562 -5,757	-2%	-$310K	0.73%	25
2025 Q4	$16.8M	Buy	312,319 +5,532	+2%	+$299K	0.76%	25
2025 Q3	$16.6M	Buy	306,787 +10,248	+3%	+$548K	0.82%	23
2025 Q2	$15.8M	Buy	296,539 +16,636	+6%	+$868K	1.15%	14
2025 Q1	$14.7M	Buy	279,903 +14,301	+5%	+$743K	1.14%	14
2024 Q4	$13.7M	Buy	265,602 +42,131	+19%	+$2.21M	1.03%	18
2024 Q3	$12M	Buy	+223,471	New	+$11.8M	0.94%	18

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Consulting Group's IGIB Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, selling an estimated $378K and leaving 299,448 shares worth $15.9M. The position accounts for 0.6% of the portfolio, ranked #30.

Prosperity Consulting Group first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.8M in Q4 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Prosperity Consulting Group held 299,448 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $15.9M as of Q2 2026.
Prosperity Consulting Group sold 7,114 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $378K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.6% of Prosperity Consulting Group's portfolio in Q2 2026, its #30 holding.
Prosperity Consulting Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16.8M in Q4 2025.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.