AWM
IGSB icon

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

Angeles 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
Q4 		– Sell
-4,263
Closed -$226K – 479
2025
Q3 		$226K Buy
+4,263
New +$225K 0.01% 304

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Angeles Wealth Management's IGSB Position: Q4 2025 in Review

Angeles Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,263 shares — an estimated $226K sold.

Angeles Wealth Management first reported a position in IGSB in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Angeles Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 4,263 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $226K.
  • Angeles Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Angeles Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $226K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.