IGIB — ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF

Ownership history in TD PRIVATE CLIENT WEALTH LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF (IGIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.38% (2025 Q4)
Avg. % of fund
1.86%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,073,892 +297,436 +16.7% 2.38% $111.7M $53.46
2025 Q3 ADDED 1,776,456 +327,246 +22.6% 2.16% $96.1M $52.83
2025 Q2 ADDED 1,449,210 +158,812 +12.3% 1.90% $77.2M $51.45
2025 Q1 ADDED 1,290,398 +172,547 +15.4% 1.87% $67.8M $50.12
2024 Q4 ADDED 1,117,851 +309,753 +38.3% 1.61% $57.6M $48.79
2024 Q3 INITIATED 808,098 — — 1.25% $43.4M $50.13
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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