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Vantage Financial Partners (Wisconsin)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$461K Sell
8,555
-903
-10% -$48.8K 0.09% 124
2025
Q3 		$512K Sell
9,458
-505
-5% -$27K 0.11% 111
2025
Q2 		$531K Sell
9,963
-310
-3% -$16.2K 0.12% 108
2025
Q1 		$540K Sell
10,273
-1,825
-15% -$94.8K 0.13% 98
2024
Q4 		$623K Sell
12,098
-1,464
-11% -$76.7K 0.16% 87
2024
Q3 		$729K Sell
13,562
-2,600
-16% -$137K 0.18% 78
2024
Q2 		$828K Sell
16,162
-5,843
-27% -$298K 0.22% 53
2024
Q1 		$1.14M Buy
22,005
+364
+2% +$18.7K 0.31% 42
2023
Q4 		$1.13M Buy
+21,641
New +$1.07M 0.33% 39
2023
Q3 		– Sell
-4,666
Closed -$236K – 93
2023
Q2 		$236K Sell
4,666
-756
-14% -$38.4K 0.09% 69
2023
Q1 		$278K Buy
+5,422
New +$275K 0.11% 63
2022
Q4 		– Sell
-10,526
Closed -$508K – 63
2022
Q3 		$508K Sell
10,526
-2,688
-20% -$137K 0.34% 26
2022
Q2 		$675K Sell
13,214
-2,382
-15% -$124K 0.4% 18
2022
Q1 		$856K Sell
15,596
-49,450
-76% -$2.8M 0.44% 16
2021
Q4 		$3.85M Buy
+65,046
New +$3.87M 1.51% 11

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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IGIB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.5% in Q4 2025, selling an estimated $48.8K and leaving 8,555 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #124.

Vantage Financial Partners (Wisconsin) first reported a position in IGIB in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.85M in Q4 2021. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 8,555 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $461K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 903 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $48.8K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #124 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.85M in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.