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

Stephens Group Asset 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 Q3	–	Sell	-5,671	Closed	-$302K	–	28
2025 Q2	$302K	Buy	5,671 +190	+3%	+$9.91K	0.02%	29
2025 Q1	$288K	Sell	5,481 -2,254	-29%	-$117K	0.02%	30
2024 Q4	$398K	Buy	7,735 +23	+0.3%	+$1.2K	0.03%	30
2024 Q3	$414K	Buy	+7,712	New	+$407K	0.03%	27
2018 Q4	–	Sell	-300	Closed	-$16K	–	25
2018 Q3	$16K	Buy	+300	New	+$16K	﹤0.01%	18

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

OCM

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

Stephens Group Asset Management's IGIB Position: Q3 2025 in Review

Stephens Group Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 5,671 shares — an estimated $302K sold.

Stephens Group Asset Management first reported a position in IGIB in Q3 2018 and held it in 5 quarters. The position peaked at $414K in Q3 2024. 668 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Stephens Group Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Group Asset Management sold 5,671 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $302K.
Stephens Group Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Stephens Group Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $414K in Q3 2024.
668 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Stephens Group Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.