Bell Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bell Investment Advisors’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	-62	Closed	-$3.27K	–	1921
2025 Q2	$3.27K	Sell	62 -650	-91%	-$34K	﹤0.01%	1161
2025 Q1	$37.3K	Hold	712	–	–	0.01%	264
2024 Q4	$36.8K	Hold	712	–	–	0.01%	259
2024 Q3	$37.5K	Hold	712	–	–	0.01%	270
2024 Q2	$36.5K	Hold	712	–	–	0.01%	265
2024 Q1	$36.5K	Buy	712 +210	+42%	+$10.7K	0.01%	259
2023 Q4	$25.7K	Buy	+502	New	+$25.2K	0.01%	295

Other funds holding IGSB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bell Investment Advisors's IGSB Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 62 shares — an estimated $3.27K sold.

Bell Investment Advisors first reported a position in IGSB in Q4 2023 and held it in 7 quarters. The position peaked at $37.5K in Q3 2024. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Bell Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 62 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $3.27K.
Bell Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Bell Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $37.5K in Q3 2024.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.