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Wealthspire Advisors (New York)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-119
Closed -$6.44K – 1915
2025
Q3 		$6.44K Buy
+119
New +$6.37K ﹤0.01% 2232
2022
Q4 		– Sell
-8,891
Closed -$429K – 593
2022
Q3 		$429K Buy
+8,891
New +$455K 0.01% 364

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $17.1B AUM 15.7% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s IGIB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 119 shares — an estimated $6.44K sold.

Wealthspire Advisors (New York) first reported a position in IGIB in Q3 2022 and held it in 2 quarters. The position peaked at $429K in Q3 2022. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 119 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $6.44K.
  • Wealthspire Advisors (New York) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $429K in Q3 2022.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.