Vermillion & White Wealth Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-1,690	Closed	-$91.1K	–	278
2025 Q4	$91.1K	Buy	1,690 +1,000	+145%	+$54.1K	0.05%	106
2025 Q3	$37.3K	Hold	690	–	–	0.02%	183
2025 Q2	$36.8K	Hold	690	–	–	0.02%	167
2025 Q1	$36.2K	Hold	690	–	–	0.03%	154
2024 Q4	$35.5K	Hold	690	–	–	0.03%	156
2024 Q3	$37.1K	Hold	690	–	–	0.03%	148
2024 Q2	$35.4K	Hold	690	–	–	0.03%	154
2024 Q1	$35.6K	Hold	690	–	–	0.03%	141
2023 Q4	$35.9K	Buy	+690	New	+$34.1K	0.03%	112

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Vermillion & White Wealth Management Group's IGIB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 1,690 shares — an estimated $91.1K sold.

Vermillion & White Wealth Management Group first reported a position in IGIB in Q4 2023 and held it in 9 quarters. The position peaked at $91.1K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,690 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $91.1K.
Vermillion & White Wealth Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $91.1K in Q4 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.