SAG
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SageView Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

SageView Advisory Group’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 		$4.3M Buy
79,764
+291
+0.4% +$15.7K 0.15% 88
2025
Q3 		$4.3M Sell
79,473
-2,962
-4% -$158K 0.15% 91
2025
Q2 		$4.37M Buy
82,435
+2,050
+3% +$107K 0.17% 72
2025
Q1 		$4.22M Sell
80,385
-7,794
-9% -$405K 0.18% 64
2024
Q4 		$4.54M Sell
88,179
-2,770
-3% -$145K 0.2% 64
2024
Q3 		$4.89M Buy
+90,949
New +$4.8M 0.25% 50
2024
Q2 		– Hold
0
– – – 59
2024
Q1 		– Hold
0
– -$3.4M – 632
2023
Q4 		– Sell
-66,727
Closed -$3.3M – 90
2023
Q3 		$3.25M Sell
66,727
-3,581
-5% -$178K 0.19% 74
2023
Q2 		$3.56M Buy
70,308
+1,062
+2% +$54K 0.2% 75
2023
Q1 		$3.55M Buy
69,246
+20,583
+42% +$1.04M 0.23% 72
2022
Q4 		$2.41M Buy
+48,663
New +$2.39M 0.2% 83

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return