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

Simplicity Wealth’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	–	Sell	-4,679	Closed	-$253K	–	731
2025 Q3	$253K	Hold	4,679	–	–	0.01%	604
2025 Q2	$249K	Hold	4,679	–	–	0.01%	547
2025 Q1	$246K	Hold	4,679	–	–	0.02%	470
2024 Q4	$241K	Hold	4,679	–	–	0.05%	272
2024 Q3	$251K	Buy	+4,679	New	+$247K	0.02%	421
2024 Q1	–	Sell	-4,405	Closed	-$229K	–	1182
2023 Q4	$229K	Buy	+4,405	New	+$218K	0.09%	163

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 $58.2B AUM 22.78% 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 $424B AUM 22.96% 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

Simplicity Wealth's IGIB Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 4,679 shares — an estimated $253K sold.

Simplicity Wealth first reported a position in IGIB in Q4 2023 and held it in 6 quarters. The position peaked at $253K in Q3 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Simplicity Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 4,679 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $253K.
Simplicity Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Simplicity Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $253K in Q3 2025.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.