Beacon Capital Management LLC (Tennessee)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-36	Closed	-$1.86K	–	1162
2024 Q4	$1.86K	Hold	36	–	–	﹤0.01%	906
2024 Q3	$1.9K	Hold	36	–	–	﹤0.01%	1010
2024 Q2	$1.84K	Hold	36	–	–	﹤0.01%	877
2024 Q1	$1.85K	Hold	36	–	–	﹤0.01%	888
2023 Q4	$1.79K	Hold	36	–	–	﹤0.01%	808
2023 Q3	$1.81K	Hold	36	–	–	﹤0.01%	857
2023 Q2	$1.81K	Hold	36	–	–	﹤0.01%	857
2023 Q1	$1.82K	Hold	36	–	–	﹤0.01%	774
2022 Q4	$1.79K	Sell	36 -16	-31%	-$792	﹤0.01%	812
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	680
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	722
2022 Q1	$3K	Buy	+52	New	+$2.74K	﹤0.01%	723

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 $4.81B AUM 4.62% 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

Beacon Capital Management LLC (Tennessee)'s IGSB Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 36 shares — an estimated $1.86K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IGSB in Q1 2022 and held it in 12 quarters. The position peaked at $3K in Q3 2022. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 36 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.86K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q3 2022.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.