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Ausdal Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Ausdal Financial Partners’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
-5,210
Closed -$269K – 658
2024
Q4 		$269K Sell
5,210
-2,387
-31% -$124K 0.02% 476
2024
Q3 		$400K Sell
7,597
-259
-3% -$13.5K 0.04% 351
2024
Q2 		$403K Buy
7,856
+63
+0.8% +$3.21K 0.04% 326
2024
Q1 		$400K Buy
7,793
+3,389
+77% +$173K 0.05% 311
2023
Q4 		$226K Sell
4,404
-314
-7% -$15.8K 0.03% 399
2023
Q3 		$235K Buy
4,718
+20
+0.4% +$1K 0.03% 373
2023
Q2 		$236K Sell
4,698
-3,622
-44% -$182K 0.03% 367
2023
Q1 		$420K Buy
+8,320
New +$418K 0.06% 271
2021
Q2 		– Sell
-7,560
Closed -$413K – 477
2021
Q1 		$413K Sell
7,560
-6,275
-45% -$345K 0.07% 273
2020
Q4 		$763K Buy
13,835
+6,021
+77% +$331K 0.15% 165
2020
Q3 		$429K Buy
+7,814
New +$429K 0.1% 210
2016
Q1 		– Sell
-1,018
Closed -$53K – 602
2015
Q4 		$53K Buy
+1,018
New +$53.4K 0.03% 441

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Ausdal Financial Partners's IGSB Position: Q1 2025 in Review

Ausdal Financial Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 5,210 shares — an estimated $269K sold.

Ausdal Financial Partners first reported a position in IGSB in Q4 2015 and held it in 12 quarters. The position peaked at $763K in Q4 2020. 946 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Ausdal Financial Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 5,210 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $269K.
  • Ausdal Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 12 quarters.
  • Ausdal Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $763K in Q4 2020.
  • 946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Ausdal Financial Partners's 13F filing for Q1 2025, filed 15 May 2025.