RWA Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-79,234	Closed	-$4.22M	–	621
2025 Q2	$4.22M	Buy	+79,234	New	+$4.13M	0.05%	169
2025 Q1	–	Sell	-208,042	Closed	-$10.7M	–	565
2024 Q4	$10.7M	Buy	+208,042	New	+$10.9M	0.13%	99
2024 Q3	–	Sell	-219,420	Closed	-$11.2M	–	569
2024 Q2	$11.2M	Buy	219,420 +10,517	+5%	+$535K	0.15%	89
2024 Q1	$10.8M	Buy	+208,903	New	+$10.7M	0.15%	95

Other funds holding IGIB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

RWA Wealth Partners's IGIB Position: Q3 2025 in Review

RWA Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 79,234 shares — an estimated $4.22M sold.

RWA Wealth Partners first reported a position in IGIB in Q1 2024 and held it in 4 quarters. The position peaked at $11.2M in Q2 2024. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

RWA Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
RWA Wealth Partners sold 79,234 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $4.22M.
RWA Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
RWA Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.2M in Q2 2024.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.