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

Aveo Capital 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	-9,022	Closed	-$466K	–	249
2024 Q4	$466K	Buy	9,022 +119	+1%	+$6.19K	0.05%	217
2024 Q3	$469K	Buy	+8,903	New	+$463K	0.05%	208
2023 Q2	–	Sell	-4,324	Closed	-$219K	–	346
2023 Q1	$219K	Sell	4,324 -51,873	-92%	-$2.6M	0.03%	309
2022 Q4	$2.8M	Buy	56,197 +51,962	+1,227%	+$2.57M	0.42%	56
2022 Q3	$209K	Sell	4,235 -102	-2%	-$5.15K	0.04%	255
2022 Q2	$219K	Buy	+4,337	New	+$221K	0.04%	247
2021 Q3	–	Sell	-4,111	Closed	-$225K	–	266
2021 Q2	$225K	Buy	4,111 +395	+11%	+$21.6K	0.05%	243
2021 Q1	$203K	Buy	+3,716	New	+$204K	0.05%	224
2019 Q1	–	Sell	-5,138	Closed	-$265K	–	172
2018 Q4	$265K	Buy	+5,138	New	+$265K	0.13%	105

Other funds holding IGSB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Aveo Capital Partners's IGSB Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 9,022 shares — an estimated $466K sold.

Aveo Capital Partners first reported a position in IGSB in Q4 2018 and held it in 9 quarters. The position peaked at $2.8M in Q4 2022. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Aveo Capital Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 9,022 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $466K.
Aveo Capital Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Aveo Capital Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.8M in Q4 2022.
943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.