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

Wooster Corthell 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
Q2 		$3.78M Sell
70,997
-2,686
-4% -$140K 0.7% 26
2025
Q1 		$3.87M Sell
73,683
-501
-0.7% -$26K 0.79% 22
2024
Q4 		$3.82M Buy
74,184
+248
+0.3% +$13K 0.83% 20
2024
Q3 		$3.97M Buy
73,936
+368
+0.5% +$19.4K 0.85% 20
2024
Q2 		$3.77M Sell
73,568
-929
-1% -$47.3K 0.85% 20
2024
Q1 		$3.84M Sell
74,497
-102
-0.1% -$5.24K 0.88% 20
2023
Q4 		$3.88M Buy
74,599
+5,796
+8% +$287K 0.93% 20
2023
Q3 		$3.35M Sell
68,803
-499
-0.7% -$24.8K 0.88% 20
2023
Q2 		$3.5M Sell
69,302
-1,127
-2% -$57.3K 0.89% 20
2023
Q1 		$3.61M Sell
70,429
-583
-0.8% -$29.5K 0.97% 19
2022
Q4 		$3.52M Sell
71,012
-9,717
-12% -$476K 1% 19
2022
Q3 		$3.9M Sell
80,729
-1,487
-2% -$76K 1.17% 19
2022
Q2 		$4.2M Sell
82,216
-12,750
-13% -$665K 1.19% 19
2022
Q1 		$5.21M Buy
94,966
+427
+0.5% +$24.2K 1.29% 18
2021
Q4 		$5.6M Sell
94,539
-291
-0.3% -$17.3K 1.33% 18
2021
Q3 		$5.7M Sell
94,830
-174
-0.2% -$10.6K 1.43% 17
2021
Q2 		$5.75M Sell
95,004
-2
-0% -$120 1.45% 17
2021
Q1 		$5.63M Sell
95,006
-455
-0.5% -$27.5K 1.53% 17
2020
Q4 		$5.9M Sell
95,461
-243
-0.3% -$14.9K 1.68% 17
2020
Q3 		$5.82M Sell
95,704
-482
-0.5% -$29.4K 1.87% 15
2020
Q2 		$5.81M Sell
96,186
-929
-1% -$54.1K 2% 15
2020
Q1 		$5.33M Buy
+97,115
New +$5.61M 2.15% 15

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wooster Corthell Wealth Management's IGIB Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.6% in Q2 2025, selling an estimated $140K and leaving 70,997 shares worth $3.78M. The position accounts for 0.7% of the portfolio, ranked #26.

Wooster Corthell Wealth Management first reported a position in IGIB in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.9M in Q4 2020. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Wooster Corthell Wealth Management held 70,997 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.78M as of Q2 2025.
  • Wooster Corthell Wealth Management sold 2,686 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $140K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.7% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #26 holding.
  • Wooster Corthell Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Wooster Corthell Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.9M in Q4 2020.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.