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

Sage 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	$577K	Buy	+10,716	New	+$579K	0.38%	32

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

OCM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sage Advisors's IGIB Position: Q4 2025 in Review

Sage Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025: 10,716 shares worth $577K. The stake represents 0.38% of the portfolio and ranks #32 among its holdings.

689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Sage Advisors held 10,716 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $577K as of Q4 2025.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Sage Advisors position in Q4 2025.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.38% of Sage Advisors's portfolio in Q4 2025, its #32 holding.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.