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

Tyler-Stone Wealth 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 Q2	$271K	Hold	5,084	–	–	0.04%	286
2025 Q1	$267K	Hold	5,084	–	–	0.05%	275
2024 Q4	$262K	Hold	5,084	–	–	0.05%	275
2024 Q3	$273K	Buy	5,084 +2,542	+100%	+$134K	0.05%	265
2024 Q2	$130K	Buy	2,542 +7	+0.3%	+$356	0.05%	249
2024 Q1	$131K	Buy	2,535 +12	+0.5%	+$617	0.06%	242
2023 Q4	$131K	Buy	2,523 +25	+1%	+$1.24K	0.07%	228
2023 Q3	$122K	Buy	2,498 +18	+0.7%	+$896	0.07%	222
2023 Q2	$125K	Buy	+2,480	New	+$126K	0.07%	222
2022 Q4	$141K	Buy	2,853 +20	+0.7%	+$980	0.1%	193
2022 Q3	$137K	Buy	2,833 +12	+0.4%	+$614	0.1%	175
2022 Q2	$144K	Sell	2,821 -238	-8%	-$12.4K	0.1%	185
2022 Q1	$168K	Buy	3,059 +7	+0.2%	+$397	0.09%	197
2021 Q4	$181K	Buy	+3,052	New	+$182K	0.1%	197

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Tyler-Stone Wealth Management's IGIB Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2025 at 5,084 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #286.

Tyler-Stone Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 14 quarters since. The position peaked at $273K in Q3 2024. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

Tyler-Stone Wealth Management held 5,084 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $271K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #286 holding.
Tyler-Stone Wealth Management 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.
Tyler-Stone Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $273K in Q3 2024.
650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.