VWM
IGIB icon

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

Venturi 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
Q1 		– Sell
-618
Closed -$31.8K – 1184
2024
Q4 		$31.8K Buy
618
+210
+51% +$11K ﹤0.01% 1149
2024
Q3 		$21.9K Buy
+408
New +$21.5K ﹤0.01% 994
2024
Q2 		– Sell
-218
Closed -$11.2K – 1512
2024
Q1 		$11.2K Sell
218
-622
-74% -$32K ﹤0.01% 908
2023
Q4 		$43.7K Buy
+840
New +$41.5K ﹤0.01% 513
2020
Q4 		– Sell
-37,953
Closed -$2.31M – 317
2020
Q3 		$2.31M Sell
37,953
-14,383
-27% -$877K 0.27% 70
2020
Q2 		$3.16M Buy
52,336
+35,120
+204% +$2.05M 0.42% 51
2020
Q1 		$946K Buy
17,216
+1,319
+8% +$76.2K 0.16% 94
2019
Q4 		$922K Buy
15,897
+569
+4% +$32.9K 0.11% 118
2019
Q3 		$888K Buy
15,328
+1,954
+15% +$112K 0.11% 107
2019
Q2 		$762K Buy
13,374
+1,025
+8% +$56.9K 0.1% 119
2019
Q1 		$675K Sell
12,349
-98
-0.8% -$5.27K 0.09% 127
2018
Q4 		$656K Buy
12,447
+2,143
+21% +$112K 0.11% 121
2018
Q3 		$545K Sell
10,304
-10,250
-50% -$546K 0.1% 125
2018
Q2 		$547K Sell
20,554
-2,934
-12% -$156K 0.1% 126
2018
Q1 		$1.26M Sell
23,488
-1,482
-6% -$79.8K 0.24% 94
2017
Q4 		$1.36M Buy
24,970
+1,840
+8% +$101K 0.26% 100
2017
Q3 		$1.27M Sell
23,130
-8,280
-26% -$456K 0.27% 97
2017
Q2 		$1.72M Sell
31,410
-1,940
-6% -$106K 0.39% 85
2017
Q1 		$1.83M Buy
33,350
+23,250
+230% +$1.26M 0.42% 75
2016
Q4 		$546K Buy
+10,100
New +$552K 0.15% 114

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Venturi Wealth Management's IGIB Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 618 shares — an estimated $31.8K sold.

Venturi Wealth Management first reported a position in IGIB in Q4 2016 and held it in 20 quarters. The position peaked at $3.16M in Q2 2020. 627 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 618 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $31.8K.
  • Venturi Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 20 quarters.
  • Venturi Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.16M in Q2 2020.
  • 627 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.