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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Prosperity Consulting Group's IGIB Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.8% in Q1 2026, selling an estimated $310K and leaving 306,562 shares worth $16.3M. The position accounts for 0.73% of the portfolio, ranked #25.

Prosperity Consulting Group first reported a position in IGIB in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.8M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Prosperity Consulting Group held 306,562 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $16.3M as of Q1 2026.
  • Prosperity Consulting Group sold 5,757 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $310K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.73% of Prosperity Consulting Group's portfolio in Q1 2026, its #25 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 7 quarters since.
  • Prosperity Consulting Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16.8M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.