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

Transform 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
Q1 		$947K Buy
18,027
+3,310
+22% +$172K 0.06% 141
2024
Q4 		$758K Buy
14,717
+3,369
+30% +$176K 0.04% 150
2024
Q3 		$610K Buy
11,348
+5,631
+98% +$297K 0.04% 135
2024
Q2 		$293K Buy
+5,717
New +$291K 0.02% 179

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 $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 1-Year Est. Return

Transform Wealth's IGIB Position: Q1 2025 in Review

Transform Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 22% in Q1 2025, buying an estimated $172K and bringing the position to 18,027 shares worth $947K. The position accounts for 0.06% of the portfolio, ranked #141.

Transform Wealth first reported a position in IGIB in Q2 2024 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Transform Wealth held 18,027 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $947K as of Q1 2025.
  • Transform Wealth bought 3,310 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $172K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Transform Wealth's portfolio in Q1 2025, its #141 holding.
  • Transform Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.