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

Able 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	-4,360	Closed	-$225K	–	103
2024 Q4	$225K	Sell	4,360 -527	-11%	-$27.4K	0.15%	86
2024 Q3	$257K	Sell	4,887 -807	-14%	-$42K	0.2%	79
2024 Q2	$292K	Sell	5,694 -2,550	-31%	-$130K	0.24%	64
2024 Q1	$423K	Sell	8,244 -1,404	-15%	-$71.8K	0.37%	46
2023 Q4	$495K	Buy	+9,648	New	+$484K	0.45%	41

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Able Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 4,360 shares — an estimated $225K sold.

Able Wealth Management first reported a position in IGSB in Q4 2023 and held it in 5 quarters. The position peaked at $495K in Q4 2023. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Able 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.
Able Wealth Management sold 4,360 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $225K.
Able Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Able Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $495K in Q4 2023.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Able Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.