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

Arete Wealth Advisors’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
-7,963
Closed -$422K – 531
2025
Q3 		$422K Buy
7,963
+153
+2% +$8.08K 0.03% 499
2025
Q2 		$412K Sell
7,810
-6
-0.1% -$313 0.03% 474
2025
Q1 		$409K Sell
7,816
-208
-3% -$10.8K 0.03% 443
2024
Q4 		$415K Buy
8,024
+1,181
+17% +$61.4K 0.03% 462
2024
Q3 		$360K Sell
6,843
-1,280
-16% -$66.6K 0.03% 471
2024
Q2 		$416K Buy
+8,123
New +$414K 0.03% 433
2024
Q1 		– Sell
-7,358
Closed -$377K – 528
2023
Q4 		$377K Sell
7,358
-51
-0.7% -$2.56K 0.03% 481
2023
Q3 		$369K Sell
7,409
-299
-4% -$15K 0.06% 299
2023
Q2 		$387K Sell
7,708
-1,100
-12% -$55.4K 0.03% 421
2023
Q1 		$445K Sell
8,808
-536
-6% -$26.9K 0.04% 375
2022
Q4 		$466K Buy
9,344
+279
+3% +$13.8K 0.04% 342
2022
Q3 		$447K Buy
+9,065
New +$457K 0.04% 324
2020
Q3 		– Sell
-4,223
Closed -$231K – 400
2020
Q2 		$231K Buy
+4,223
New +$227K 0.04% 332
2018
Q1 		– Sell
-7,552
Closed -$395K – 336
2017
Q4 		$395K Buy
7,552
+20
+0.3% +$1.05K 0.13% 199
2017
Q3 		$397K Buy
7,532
+618
+9% +$32.6K 0.16% 181
2017
Q2 		$364K Buy
6,914
+2,312
+50% +$122K 0.17% 169
2017
Q1 		$242K Buy
+4,602
New +$242K 0.11% 170

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

Arete Wealth Advisors's IGSB Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 7,963 shares — an estimated $422K sold.

Arete Wealth Advisors first reported a position in IGSB in Q1 2017 and held it in 17 quarters. The position peaked at $466K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,963 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $422K.
  • Arete Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 17 quarters.
  • Arete Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $466K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.