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Summit Global Investments’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-44,351
Closed -$2.29M – 509
2024
Q4 		$2.29M Buy
44,351
+1
+0% +$52 0.14% 120
2024
Q3 		$2.38M Sell
44,350
-1,573
-3% -$82.9K 0.15% 118
2024
Q2 		$2.35M Sell
45,923
-38
-0.1% -$1.94K 0.16% 117
2024
Q1 		$2.37M Buy
45,961
+53
+0.1% +$2.72K 0.18% 103
2023
Q4 		$2.39M Sell
45,908
-8,557
-16% -$423K 0.16% 113
2023
Q3 		$2.65M Sell
54,465
-76,390
-58% -$3.8M 0.18% 110
2023
Q2 		$6.62M Buy
130,855
+60,443
+86% +$3.07M 0.44% 60
2023
Q1 		$3.61M Sell
70,412
-19,885
-22% -$1.01M 0.28% 91
2022
Q4 		$4.47M Buy
90,297
+5,950
+7% +$292K 0.38% 78
2022
Q3 		$4.07M Buy
84,347
+44,986
+114% +$2.3M 0.38% 78
2022
Q2 		$2.01M Sell
39,361
-19,274
-33% -$1M 0.18% 134
2022
Q1 		$3.22M Buy
+58,635
New +$3.32M 0.24% 106
2021
Q4 		– Sell
-45,506
Closed -$2.73M – 573
2021
Q3 		$2.73M Buy
+45,506
New +$2.76M 0.2% 97

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Summit Global Investments's IGIB Position: Q1 2025 in Review

Summit Global Investments sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 44,351 shares — an estimated $2.29M sold.

Summit Global Investments first reported a position in IGIB in Q3 2021 and held it in 13 quarters. The position peaked at $6.62M in Q2 2023. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Summit Global Investments reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 44,351 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.29M.
  • Summit Global Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
  • Summit Global Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.62M in Q2 2023.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.