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

AllSquare 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 Q3	$507K	Hold	9,568	–	–	0.27%	59
2025 Q2	$505K	Hold	9,568	–	–	0.28%	56
2025 Q1	$501K	Hold	9,568	–	–	0.3%	54
2024 Q4	$495K	Hold	9,568	–	–	0.28%	52
2024 Q3	$504K	Hold	9,568	–	–	0.29%	52
2024 Q2	$490K	Hold	9,568	–	–	0.29%	51
2024 Q1	$491K	Hold	9,568	–	–	0.29%	53
2023 Q4	$491K	Hold	9,568	–	–	0.3%	51
2023 Q3	$477K	Hold	9,568	–	–	0.31%	43
2023 Q2	$481K	Hold	9,568	–	–	0.31%	48
2023 Q1	$484K	Hold	9,568	–	–	0.31%	48
2022 Q4	$477K	Hold	9,568	–	–	0.33%	45
2022 Q3	$472K	Hold	9,568	–	–	0.34%	41
2022 Q2	$484K	Buy	9,568 +688	+8%	+$35K	0.33%	44
2022 Q1	$459K	Hold	8,880	–	–	0.28%	51
2021 Q4	$478K	Hold	8,880	–	–	0.28%	51
2021 Q3	$485K	Hold	8,880	–	–	0.29%	45
2021 Q2	$487K	Hold	8,880	–	–	0.28%	49
2021 Q1	$486K	Hold	8,880	–	–	0.3%	44
2020 Q4	$490K	Hold	8,880	–	–	0.33%	38
2020 Q3	$488K	Hold	8,880	–	–	0.35%	39
2020 Q2	$486K	Hold	8,880	–	–	0.37%	42
2020 Q1	$465K	Hold	8,880	–	–	0.4%	35
2019 Q4	$476K	Hold	8,880	–	–	0.33%	45
2019 Q3	$477K	Hold	8,880	–	–	0.35%	41
2019 Q2	$475K	Hold	8,880	–	–	0.35%	40
2019 Q1	$469K	Hold	8,880	–	–	0.35%	41
2018 Q4	$459K	Hold	8,880	–	–	0.38%	37
2018 Q3	$460K	Hold	8,880	–	–	0.34%	42
2018 Q2	$460K	Hold	8,880	–	–	0.35%	41
2018 Q1	$461K	Hold	8,880	–	–	0.37%	39
2017 Q4	$464K	Hold	8,880	–	–	0.37%	41
2017 Q3	$468K	Buy	+8,880	New	+$468K	0.38%	38
2017 Q2	–	Sell	-8,946	Closed	-$471K	–	273
2017 Q1	$471K	Hold	8,946	–	–	0.41%	32
2016 Q4	$469K	Buy	8,946 +114	+1%	+$6K	0.43%	31
2016 Q3	$467K	Hold	8,832	–	–	0.45%	28
2016 Q2	$468K	Sell	8,832 -128	-1%	-$6.76K	0.47%	27
2016 Q1	$472K	Hold	8,960	–	–	0.47%	30
2015 Q4	$469K	Hold	8,960	–	–	0.47%	27
2015 Q3	$471K	Hold	8,960	–	–	0.48%	27
2015 Q2	$472K	Hold	8,960	–	–	0.44%	27
2015 Q1	$473K	Hold	8,960	–	–	0.45%	24
2014 Q4	$471K	Buy	+8,960	New	+$472K	0.46%	26

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AllSquare Wealth Management's IGSB Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2025 at 9,568 shares worth $507K. The position accounts for 0.27% of the portfolio, ranked #59.

AllSquare Wealth Management first reported a position in IGSB in Q4 2014 and has held it in 43 quarters since. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

AllSquare Wealth Management held 9,568 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $507K as of Q3 2025.
AllSquare Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.27% of AllSquare Wealth Management's portfolio in Q3 2025, its #59 holding.
AllSquare Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 43 quarters since.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.