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

Bellwether 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	-631	Closed	-$33.3K	–	339
2025 Q2	$33.3K	Hold	631	–	–	0.01%	250
2025 Q1	$33K	Hold	631	–	–	0.01%	239
2024 Q4	$32.6K	Buy	+631	New	+$32.8K	0.01%	255
2023 Q2	–	Sell	-884	Closed	-$44.7K	–	260
2023 Q1	$44.7K	Sell	884 -121	-12%	-$6.08K	0.01%	199
2022 Q4	$50.1K	Sell	1,005 -801	-44%	-$39.7K	0.01%	191
2022 Q3	$88K	Hold	1,806	–	–	0.03%	130
2022 Q2	$91K	Hold	1,806	–	–	0.03%	136
2022 Q1	$93K	Hold	1,806	–	–	0.03%	161
2021 Q4	$97K	Sell	1,806 -15,462	-90%	-$837K	0.03%	154
2021 Q3	$943K	Hold	17,268	–	–	0.31%	69
2021 Q2	$946K	Sell	17,268 -273	-2%	-$15K	0.33%	66
2021 Q1	$959K	Sell	17,541 -55	-0.3%	-$3.02K	0.38%	57
2020 Q4	$970K	Buy	+17,596	New	+$967K	0.43%	46

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

Bellwether Advisors's IGSB Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 631 shares — an estimated $33.3K sold.

Bellwether Advisors first reported a position in IGSB in Q4 2020 and held it in 13 quarters. The position peaked at $970K in Q4 2020. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Bellwether Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 631 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $33.3K.
Bellwether Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $970K in Q4 2020.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.