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

Transatlantique Private 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 		$6.11M Buy
113,408
+15,930
+16% +$861K 1.92% 9
2025
Q3 		$5.27M Buy
97,478
+15,642
+19% +$837K 1.72% 10
2025
Q2 		$4.36M Buy
81,836
+2,354
+3% +$123K 1.6% 10
2025
Q1 		$4.17M Buy
79,482
+7,262
+10% +$377K 1.67% 12
2024
Q4 		$3.72M Buy
72,220
+99
+0.1% +$5.18K 1.41% 15
2024
Q3 		$3.87M Sell
72,121
-1,127
-2% -$59.4K 1.48% 10
2024
Q2 		$3.75M Buy
73,248
+45,322
+162% +$2.31M 1.53% 11
2024
Q1 		$1.44M Buy
27,926
+22,219
+389% +$1.14M 0.63% 46
2023
Q4 		$297K Sell
5,707
-248
-4% -$12.3K 0.14% 183
2023
Q3 		$290K Buy
5,955
+1,013
+20% +$50.4K 0.16% 175
2023
Q2 		$250K Buy
4,942
+294
+6% +$14.9K 0.13% 183
2023
Q1 		$238K Buy
+4,648
New +$235K 0.13% 188

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Transatlantique Private Wealth's IGIB Position: Q4 2025 in Review

Transatlantique Private Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q4 2025, buying an estimated $861K and bringing the position to 113,408 shares worth $6.11M. The position accounts for 1.92% of the portfolio, ranked #9.

Transatlantique Private Wealth first reported a position in IGIB in Q1 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Transatlantique Private Wealth held 113,408 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.11M as of Q4 2025.
  • Transatlantique Private Wealth bought 15,930 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $861K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.92% of Transatlantique Private Wealth's portfolio in Q4 2025, its #9 holding.
  • Transatlantique Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.