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

BFSG LLC’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	-1	Closed	-$54	–	733
2025 Q3	$54	Hold	1	–	–	﹤0.01%	700
2025 Q2	$53	Hold	1	–	–	﹤0.01%	667
2025 Q1	$53	Hold	1	–	–	﹤0.01%	669
2024 Q4	$52	Hold	1	–	–	﹤0.01%	667
2024 Q3	$53	Hold	1	–	–	﹤0.01%	635
2024 Q2	$52	Hold	1	–	–	﹤0.01%	614
2024 Q1	$52	Hold	1	–	–	﹤0.01%	651
2023 Q4	$52	Buy	+1	New	+$50	﹤0.01%	600

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

BFSG LLC's IGSB Position: Q4 2025 in Review

BFSG LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 1 share — an estimated $54 sold.

BFSG LLC first reported a position in IGSB in Q4 2023 and held it in 8 quarters. The position peaked at $54 in Q3 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

BFSG LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
BFSG LLC sold 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q4 2025, an estimated $54.
BFSG LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
BFSG LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $54 in Q3 2025.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on BFSG LLC's 13F filing for Q4 2025, filed 22 Jan 2026.