Better Money Decisions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Better Money Decisions’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 Q2	$15.9M	Buy	301,082 +15,115	+5%	+$790K	9.65%	2
2025 Q1	$15M	Buy	285,967 +17,627	+7%	+$916K	10%	1
2024 Q4	$13.9M	Buy	268,340 +9,423	+4%	+$490K	9.61%	1
2024 Q3	$13.6M	Buy	258,917 +6,388	+3%	+$332K	9.67%	2
2024 Q2	$12.9M	Buy	252,529 +13,175	+6%	+$672K	9.74%	2
2024 Q1	$12.3M	Sell	239,354 -7,389	-3%	-$378K	9.74%	2
2023 Q4	$12.7M	Sell	246,743 -25,085	-9%	-$1.26M	10.5%	2
2023 Q3	$13.5M	Sell	271,828 -19,878	-7%	-$995K	11.92%	2
2023 Q2	$14.6M	Buy	291,706 +4,366	+2%	+$220K	11.93%	2
2023 Q1	$14.5M	Buy	287,340 +80,395	+39%	+$4.04M	12.25%	2
2022 Q4	$10.3M	Sell	206,945 -64,863	-24%	-$3.21M	8.94%	2
2022 Q3	$13.4M	Sell	271,808 -1,483	-0.5%	-$74.8K	13.04%	2
2022 Q2	$13.8M	Buy	273,291 +23,959	+10%	+$1.22M	11.69%	2
2022 Q1	$12.9M	Buy	249,332 +2,595	+1%	+$137K	12.09%	2
2021 Q4	$13.3M	Buy	246,737 +53,664	+28%	+$2.91M	11.19%	3
2021 Q3	$10.6M	Buy	193,073 +16,982	+10%	+$930K	8.69%	3
2021 Q2	$9.65M	Buy	176,091 +11,654	+7%	+$638K	8.63%	3
2021 Q1	$8.99M	Buy	+164,437	New	+$9.03M	9.28%	3

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Better Money Decisions's IGSB Position: Q2 2025 in Review

Better Money Decisions increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.3% in Q2 2025, buying an estimated $790K and bringing the position to 301,082 shares worth $15.9M. The position accounts for 9.65% of the portfolio, ranked #2.

Better Money Decisions first reported a position in IGSB in Q1 2021 and has held it in 18 quarters since. 945 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Better Money Decisions held 301,082 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.9M as of Q2 2025.
Better Money Decisions bought 15,115 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $790K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 9.65% of Better Money Decisions's portfolio in Q2 2025, its #2 holding.
Better Money Decisions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.