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

Atticus 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 		– Sell
-2,746
Closed -$145K – 398
2025
Q2 		$145K Buy
2,746
+56
+2% +$2.93K 0.04% 206
2025
Q1 		$141K Sell
2,690
-1,065
-28% -$55.4K 0.05% 136
2024
Q4 		$194K Buy
3,755
+27
+0.7% +$1.4K 0.06% 119
2024
Q3 		$196K Sell
3,728
-253
-6% -$13.2K 0.06% 118
2024
Q2 		$204K Sell
3,981
-2,758
-41% -$141K 0.07% 112
2024
Q1 		$346K Sell
6,739
-110
-2% -$5.63K 0.11% 85
2023
Q4 		$351K Sell
6,849
-1,128
-14% -$56.6K 0.12% 89
2023
Q3 		$397K Sell
7,977
-1,067
-12% -$53.4K 0.15% 83
2023
Q2 		$454K Sell
9,044
-12,129
-57% -$611K 0.17% 82
2023
Q1 		$1.07M Sell
21,173
-8,743
-29% -$439K 0.41% 39
2022
Q4 		$1.49M Sell
29,916
-284,620
-90% -$14.1M 0.61% 28
2022
Q3 		$15.9M Hold
314,536
– – 7.69% 2
2022
Q2 		$15.9M Buy
314,536
+43,825
+16% +$2.23M 6.6% 2
2022
Q1 		$14M Buy
270,711
+38,063
+16% +$2.01M 5.11% 2
2021
Q4 		$12.5M Sell
232,648
-188,484
-45% -$10.2M 4.89% 2
2021
Q3 		$23M Buy
421,132
+276,332
+191% +$15.1M 10.1% 2
2021
Q2 		$7.94M Buy
144,800
+10,116
+8% +$554K 3.45% 2
2021
Q1 		$7.36M Buy
134,684
+116,431
+638% +$6.39M 3.51% 2
2020
Q4 		$1.01M Sell
18,253
-1,474
-7% -$81K 0.51% 42
2020
Q3 		$1.08M Sell
19,727
-1,038
-5% -$57K 0.65% 37
2020
Q2 		$1.14M Sell
20,765
-122,621
-86% -$6.61M 0.75% 32
2020
Q1 		$7.51M Sell
143,386
-16,863
-11% -$897K 6.05% 2
2019
Q4 		$8.59M Buy
+160,249
New +$8.59M 5.48% 3

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 2,746 shares — an estimated $145K sold.

Atticus Wealth Management first reported a position in IGSB in Q4 2019 and held it in 23 quarters. The position peaked at $23M in Q3 2021. 949 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,746 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $145K.
  • Atticus Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23M in Q3 2021.
  • 949 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.