VisionPoint Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

VisionPoint Advisory 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	-4,193	Closed	-$226K	–	460
2025 Q4	$226K	Buy	4,193 +366	+10%	+$19.8K	0.04%	362
2025 Q3	$207K	Buy	+3,827	New	+$205K	0.04%	381
2024 Q3	–	Sell	-738	Closed	-$37.8K	–	492
2024 Q2	$37.8K	Sell	738 -3,490	-83%	-$178K	0.01%	317
2024 Q1	$218K	Sell	4,228 -4,132	-49%	-$212K	0.08%	158
2023 Q4	$435K	Buy	+8,360	New	+$413K	0.16%	106

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

VisionPoint Advisory Group's IGIB Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 4,193 shares — an estimated $226K sold.

VisionPoint Advisory Group first reported a position in IGIB in Q4 2023 and held it in 5 quarters. The position peaked at $435K in Q4 2023. 708 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

VisionPoint Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 4,193 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $226K.
VisionPoint Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
VisionPoint Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $435K in Q4 2023.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.