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

Stephens Consulting’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	$5.17K	Hold	96	–	–	﹤0.01%	289
2025 Q3	$5.19K	Hold	96	–	–	﹤0.01%	272
2025 Q2	$5.12K	Hold	96	–	–	﹤0.01%	388
2025 Q1	$5.04K	Hold	96	–	–	﹤0.01%	384
2024 Q4	$4.95K	Hold	96	–	–	﹤0.01%	413
2024 Q3	$5.16K	Hold	96	–	–	﹤0.01%	397
2024 Q2	$4.92K	Hold	96	–	–	﹤0.01%	406
2024 Q1	$4.95K	Buy	+96	New	+$4.93K	﹤0.01%	364
2023 Q2	–	Sell	-208	Closed	-$10.7K	–	515
2023 Q1	$10.7K	Hold	208	–	–	0.01%	310
2022 Q4	$10.3K	Hold	208	–	–	0.01%	294
2022 Q3	$10K	Hold	208	–	–	0.01%	332
2022 Q2	$10.6K	Hold	208	–	–	0.01%	315
2022 Q1	$11.4K	Hold	208	–	–	0.01%	337
2021 Q4	$12.3K	Buy	+208	New	+$12.4K	0.01%	369

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Stephens Consulting's IGIB Position: Q4 2025 in Review

Stephens Consulting held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2025 at 96 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Stephens Consulting first reported a position in IGIB in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.3K in Q4 2021. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Stephens Consulting held 96 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.17K as of Q4 2025.
Stephens Consulting left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2025.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #289 holding.
Stephens Consulting first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Stephens Consulting's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.