1834 Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,975
| Closed | -$421K | – | 208 |
|
|
2025
Q2 | $421K | Sell |
7,975
-1,998
| -20% | -$104K | 0.05% | 170 |
|
|
2025
Q1 | $522K | Sell |
9,973
-1,845
| -16% | -$95.9K | 0.07% | 153 |
|
|
2024
Q4 | $611K | Buy |
11,818
+371
| +3% | +$19.3K | 0.08% | 145 |
|
|
2024
Q3 | $603K | Buy |
11,447
+147
| +1% | +$7.65K | 0.07% | 150 |
|
|
2024
Q2 | $579K | Buy |
11,300
+177
| +2% | +$9.03K | 0.07% | 153 |
|
|
2024
Q1 | $570K | Hold |
11,123
| – | – | 0.07% | 159 |
|
|
2023
Q4 | $570K | Sell |
11,123
-2,400
| -18% | -$121K | 0.07% | 156 |
|
|
2023
Q3 | $674K | Buy |
13,523
+491
| +4% | +$24.6K | 0.08% | 147 |
|
|
2023
Q2 | $654K | Sell |
13,032
-111
| -0.8% | -$5.59K | 0.08% | 150 |
|
|
2023
Q1 | $664K | Buy |
13,143
+507
| +4% | +$25.5K | 0.08% | 147 |
|
|
2022
Q4 | $630K | Hold |
12,636
| – | – | 0.09% | 118 |
|
|
2022
Q3 | $623K | Sell |
12,636
-542
| -4% | -$27.4K | 0.09% | 113 |
|
|
2022
Q2 | $666K | Sell |
13,178
-8,196
| -38% | -$417K | 0.09% | 115 |
|
|
2022
Q1 | $1.1M | Sell |
21,374
-7,172
| -25% | -$378K | 0.14% | 102 |
|
|
2021
Q4 | $1.54M | Sell |
28,546
-109
| -0.4% | -$5.9K | 0.17% | 87 |
|
|
2021
Q3 | $1.57M | Sell |
28,655
-517
| -2% | -$28.3K | 0.19% | 85 |
|
|
2021
Q2 | $1.6M | Sell |
29,172
-4,668
| -14% | -$256K | 0.19% | 87 |
|
|
2021
Q1 | $1.85M | Sell |
33,840
-1,407
| -4% | -$77.3K | 0.24% | 79 |
|
|
2020
Q4 | $1.95M | Sell |
35,247
-2,568
| -7% | -$141K | 0.26% | 74 |
|
|
2020
Q3 | $2.08M | Sell |
37,815
-99
| -0.3% | -$5.44K | 0.3% | 68 |
|
|
2020
Q2 | $2.07M | Sell |
37,914
-1,150
| -3% | -$62K | 0.33% | 66 |
|
|
2020
Q1 | $2.04M | Sell |
39,064
-797
| -2% | -$42.4K | 0.39% | 66 |
|
|
2019
Q4 | $2.14M | Sell |
39,861
-955
| -2% | -$51.2K | 0.33% | 66 |
|
|
2019
Q3 | $2.19M | Sell |
40,816
-1,147
| -3% | -$61.4K | 0.32% | 71 |
|
|
2019
Q2 | $2.24M | Buy |
41,963
+1,246
| +3% | +$65.9K | 0.34% | 69 |
|
|
2019
Q1 | $2.15M | Sell |
40,717
-959
| -2% | -$50.1K | 0.33% | 73 |
|
|
2018
Q4 | $2.15M | Sell |
41,676
-2,959
| -7% | -$153K | 0.36% | 72 |
|
|
2018
Q3 | $2.31M | Sell |
44,635
-7,507
| -14% | -$389K | 0.34% | 71 |
|
|
2018
Q2 | $2.7M | Sell |
52,142
-2,628
| -5% | -$136K | 0.42% | 67 |
|
|
2018
Q1 | $2.84M | Sell |
54,770
-656
| -1% | -$34.1K | 0.49% | 60 |
|
|
2017
Q4 | $2.9M | Sell |
55,426
-700
| -1% | -$36.7K | 0.46% | 69 |
|
|
2017
Q3 | $2.96M | Sell |
56,126
-2,152
| -4% | -$113K | 0.55% | 58 |
|
|
2017
Q2 | $3.07M | Sell |
58,278
-3,796
| -6% | -$200K | 0.58% | 61 |
|
|
2017
Q1 | $3.27M | Sell |
62,074
-952
| -2% | -$50K | 0.63% | 54 |
|
|
2016
Q4 | $3.31M | Sell |
63,026
-2,298
| -4% | -$121K | 0.67% | 49 |
|
|
2016
Q3 | $3.45M | Sell |
65,324
-10,660
| -14% | -$564K | 0.75% | 48 |
|
|
2016
Q2 | $4.03M | Sell |
75,984
-4,364
| -5% | -$230K | 0.87% | 42 |
|
|
2016
Q1 | $4.24M | Sell |
80,348
-76
| -0.1% | -$3.98K | 0.97% | 43 |
|
|
2015
Q4 | $4.21M | Sell |
80,424
-1,870
| -2% | -$98.2K | 0.99% | 35 |
|
|
2015
Q3 | $4.33M | Buy |
+82,294
| New | +$4.32M | 1.07% | 30 |
|
Other funds holding IGSB
MMI
AC
1834 Investment Advisors's IGSB Position: Q3 2025 in Review
1834 Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 7,975 shares — an estimated $421K sold.
1834 Investment Advisors first reported a position in IGSB in Q3 2015 and held it in 40 quarters. The position peaked at $4.33M in Q3 2015. 949 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.
- 1834 Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
- 1834 Investment Advisors sold 7,975 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $421K.
- 1834 Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 40 quarters.
- 1834 Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.33M in Q3 2015.
- 949 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.
Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.