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

Seed Wealth Management’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 Q2	–	Sell	-8,580	Closed	-$451K	–	154
2025 Q1	$451K	Hold	8,580	–	–	0.37%	72
2024 Q4	$442K	Hold	8,580	–	–	0.36%	72
2024 Q3	$461K	Sell	8,580 -610	-7%	-$32.2K	0.37%	69
2024 Q2	$471K	Sell	9,190 -735	-7%	-$37.4K	0.41%	61
2024 Q1	$507K	Sell	9,925 -2,795	-22%	-$144K	0.48%	53
2023 Q4	$658K	Sell	12,720 -12,655	-50%	-$626K	0.66%	36
2023 Q3	$1.23M	Buy	25,375 +675	+3%	+$33.6K	1.39%	16
2023 Q2	$1.25M	Buy	+24,700	New	+$1.26M	1.32%	18

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 $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Seed Wealth Management's IGIB Position: Q2 2025 in Review

Seed Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 8,580 shares — an estimated $451K sold.

Seed Wealth Management first reported a position in IGIB in Q2 2023 and held it in 8 quarters. The position peaked at $1.25M in Q2 2023. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

Seed Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Seed Wealth Management sold 8,580 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $451K.
Seed Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Seed Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.25M in Q2 2023.
650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Seed Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.