S.A. Mason’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

S.A. Mason’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 Q1	–	Sell	-1,710	Closed	-$88.1K	–	350
2024 Q4	$88.1K	Hold	1,710	–	–	0.05%	241
2024 Q3	$91.9K	Buy	+1,710	New	+$90.2K	0.05%	236
2023 Q4	–	Sell	-4,234	Closed	-$206K	–	320
2023 Q3	$206K	Hold	4,234	–	–	0.15%	147
2023 Q2	$217K	Hold	4,234	–	–	0.16%	149
2023 Q1	$217K	Hold	4,234	–	–	0.16%	149
2022 Q4	$210K	Hold	4,234	–	–	0.16%	146
2022 Q3	$204K	Hold	4,234	–	–	0.16%	141
2022 Q2	$216K	Hold	4,234	–	–	0.16%	146
2022 Q1	$232K	Hold	4,234	–	–	0.14%	146
2021 Q4	$251K	Hold	4,234	–	–	0.15%	144
2021 Q3	$254K	Hold	4,234	–	–	0.17%	140
2021 Q2	$256K	Hold	4,234	–	–	0.18%	141
2021 Q1	$251K	Hold	4,234	–	–	0.19%	137
2020 Q4	$262K	Hold	4,234	–	–	0.22%	119
2020 Q3	$257K	Hold	4,234	–	–	0.24%	109
2020 Q2	$256K	Buy	+4,234	New	+$247K	0.27%	100

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

S.A. Mason's IGIB Position: Q1 2025 in Review

S.A. Mason sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 1,710 shares — an estimated $88.1K sold.

S.A. Mason first reported a position in IGIB in Q2 2020 and held it in 16 quarters. The position peaked at $262K in Q4 2020. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

S.A. Mason reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
S.A. Mason sold 1,710 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $88.1K.
S.A. Mason first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
S.A. Mason's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $262K in Q4 2020.
626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on S.A. Mason's 13F filing for Q1 2025, filed 23 Apr 2025.