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

Rise 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
2025 Q4	–	Sell	-170	Closed	-$9.2K	–	723
2025 Q3	$9.2K	Sell	170 -5	-3%	-$267	﹤0.01%	1032
2025 Q2	$9.34K	Buy	175 +9	+5%	+$470	﹤0.01%	1029
2025 Q1	$8.73K	Buy	166 +1	+0.6%	+$52	﹤0.01%	1071
2024 Q4	$8.5K	Buy	165 +2	+1%	+$105	﹤0.01%	1010
2024 Q3	$8.73K	Buy	+163	New	+$8.6K	﹤0.01%	1029

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Rise Advisors's IGIB Position: Q4 2025 in Review

Rise Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 170 shares — an estimated $9.2K sold.

Rise Advisors first reported a position in IGIB in Q3 2024 and held it in 5 quarters. The position peaked at $9.34K in Q2 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Rise Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 170 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $9.2K.
Rise Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Rise Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.34K in Q2 2025.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.