RPCA
IGIB icon

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

Running Point Capital 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 		$199K Sell
3,689
-12
-0.3% -$649 0.05% 125
2025
Q3 		$200K Hold
3,701
– – 0.05% 126
2025
Q2 		$197K Buy
3,701
+12
+0.3% +$626 0.05% 121
2025
Q1 		$194K Hold
3,689
– – 0.06% 115
2024
Q4 		$190K Buy
3,689
+1,873
+103% +$98.1K 0.07% 106
2024
Q3 		$97.6K Hold
1,816
– – 0.04% 104
2024
Q2 		$93.1K Hold
1,816
– – 0.04% 100
2024
Q1 		$93.7K Sell
1,816
-981
-35% -$50.4K 0.04% 102
2023
Q4 		$145K Sell
2,797
-1,678
-37% -$83K 0.07% 103
2023
Q3 		$218K Hold
4,475
– – 0.13% 88
2023
Q2 		$226K Hold
4,475
– – 0.13% 90
2023
Q1 		$229K Hold
4,475
– – 0.14% 86
2022
Q4 		$222K Buy
4,475
+1,735
+63% +$85K 0.14% 95
2022
Q3 		$132K Sell
2,740
-2,773
-50% -$142K 0.09% 111
2022
Q2 		$281K Buy
5,513
+1,940
+54% +$101K 0.18% 71
2022
Q1 		$196K Sell
3,573
-4,721
-57% -$268K 0.11% 97
2021
Q4 		$492K Buy
8,294
+840
+11% +$50K 0.3% 49
2021
Q3 		$448K Hold
7,454
– – 0.2% 66
2021
Q2 		$451K Hold
7,454
– – 0.21% 63
2021
Q1 		$442K Buy
+7,454
New +$451K 0.24% 56

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Running Point Capital Advisors's IGIB Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.32% in Q4 2025, selling an estimated $649 and leaving 3,689 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #125.

Running Point Capital Advisors first reported a position in IGIB in Q1 2021 and has held it in 20 quarters since. The position peaked at $492K in Q4 2021. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Running Point Capital Advisors held 3,689 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $199K as of Q4 2025.
  • Running Point Capital Advisors sold 12 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $649.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Running Point Capital Advisors's portfolio in Q4 2025, its #125 holding.
  • Running Point Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Running Point Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $492K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.