Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bank Julius Baer & Co’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
-14,500
Closed -$769K – 676
2025
Q3 		$769K Hold
14,500
– – ﹤0.01% 387
2025
Q2 		$765K Hold
14,500
– – ﹤0.01% 351
2025
Q1 		$759K Sell
14,500
-2,717
-16% -$141K ﹤0.01% 333
2024
Q4 		$982K Sell
17,217
-1,341
-7% -$69.7K ﹤0.01% 318
2024
Q3 		$1.16M Sell
18,558
-1,211
-6% -$63K ﹤0.01% 278
2024
Q2 		$1.13M Sell
19,769
-3,056
-13% -$156K ﹤0.01% 231
2024
Q1 		$1.17M Sell
22,825
-47,088
-67% -$2.41M ﹤0.01% 253
2023
Q4 		$3.58M Sell
69,913
-859
-1% -$43.1K 0.02% 220
2023
Q3 		$3.53M Buy
70,772
+13,188
+23% +$660K 0.02% 191
2023
Q2 		$2.89M Buy
57,584
+20,921
+57% +$1.05M 0.02% 194
2023
Q1 		$1.85M Hold
36,663
– – 0.01% 214
2022
Q4 		$1.83M Buy
36,663
+578
+2% +$28.6K 0.01% 212
2022
Q3 		$1.78M Sell
36,085
-578
-2% -$29.2K 0.01% 199
2022
Q2 		$1.85M Buy
+36,663
New +$1.87M 0.01% 215
2022
Q1 		– Sell
-21,733
Closed -$1.17M – 685
2021
Q4 		$1.17M Buy
21,733
+8,443
+64% +$457K 0.01% 327
2021
Q3 		$726K Sell
13,290
-12,052
-48% -$660K ﹤0.01% 375
2021
Q2 		$1.39M Buy
25,342
+3,843
+18% +$211K 0.01% 316
2021
Q1 		$1.18M Sell
21,499
-3,859
-15% -$212K 0.01% 319
2020
Q4 		$1.4M Sell
25,358
-37,420
-60% -$2.06M 0.01% 301
2020
Q3 		$3.45M Buy
62,778
+58,352
+1,318% +$3.2M 0.03% 176
2020
Q2 		$242K Sell
4,426
-30,266
-87% -$1.63M ﹤0.01% 436
2020
Q1 		$1.82M Buy
+34,692
New +$1.85M 0.04% 162

Other funds holding IGSB

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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 $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Bank Julius Baer & Co's IGSB Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 14,500 shares — an estimated $769K sold.

Bank Julius Baer & Co first reported a position in IGSB in Q1 2020 and held it in 22 quarters. The position peaked at $3.58M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 14,500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $769K.
  • Bank Julius Baer & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 22 quarters.
  • Bank Julius Baer & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.58M in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.