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1900 Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

1900 Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,219
Closed -$218K – 220
2024
Q4 		$218K Sell
4,219
-2,069
-33% -$108K 0.02% 210
2024
Q3 		$331K Sell
6,288
-484
-7% -$25.2K 0.03% 181
2024
Q2 		$347K Sell
6,772
-537
-7% -$27.4K 0.03% 182
2024
Q1 		$375K Sell
7,309
-7,065
-49% -$361K 0.03% 181
2023
Q4 		$737K Sell
14,374
-6,854
-32% -$344K 0.07% 159
2023
Q3 		$1.06M Sell
21,228
-16,684
-44% -$835K 0.11% 132
2023
Q2 		$1.9M Sell
37,912
-6,963
-16% -$351K 0.2% 93
2023
Q1 		$2.24M Buy
44,875
+482
+1% +$24.2K 0.24% 74
2022
Q4 		$2.21M Sell
44,393
-3,149
-7% -$156K 0.24% 75
2022
Q3 		$2.34M Sell
47,542
-1,784
-4% -$90K 0.27% 68
2022
Q2 		$2.49M Sell
49,326
-6,050
-11% -$308K 0.27% 68
2022
Q1 		$2.86M Sell
55,376
-13,886
-20% -$732K 0.27% 72
2021
Q4 		$3.73M Buy
69,262
+20,150
+41% +$1.09M 0.34% 59
2021
Q3 		$2.68M Sell
49,112
-83,772
-63% -$4.59M 0.26% 73
2021
Q2 		$7.28M Buy
132,884
+6,713
+5% +$368K 0.7% 30
2021
Q1 		$6.9M Buy
126,171
+119,120
+1,689% +$6.54M 0.52% 31
2020
Q4 		$389K Buy
+7,051
New +$388K 0.05% 113

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

1900 Wealth Management's IGSB Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 4,219 shares — an estimated $218K sold.

1900 Wealth Management first reported a position in IGSB in Q4 2020 and held it in 17 quarters. The position peaked at $7.28M in Q2 2021. 946 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • 1900 Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 4,219 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $218K.
  • 1900 Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
  • 1900 Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.28M in Q2 2021.
  • 946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.