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Brady Family Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brady Family Wealth’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
-6,294
Closed -$332K – 114
2025
Q2 		$332K Sell
6,294
-198
-3% -$10.3K 0.1% 92
2025
Q1 		$340K Buy
6,492
+19
+0.3% +$988 0.11% 90
2024
Q4 		$335K Sell
6,473
-1,220
-16% -$63.4K 0.1% 93
2024
Q3 		$405K Sell
7,693
-702
-8% -$36.5K 0.12% 92
2024
Q2 		$430K Sell
8,395
-592
-7% -$30.2K 0.14% 85
2024
Q1 		$461K Sell
8,987
-202
-2% -$10.3K 0.15% 86
2023
Q4 		$471K Sell
9,189
-550
-6% -$27.6K 0.16% 85
2023
Q3 		$485K Sell
9,739
-275
-3% -$13.8K 0.19% 78
2023
Q2 		$502K Sell
10,014
-838
-8% -$42.2K 0.19% 79
2023
Q1 		$548K Buy
10,852
+20
+0.2% +$1K 0.22% 77
2022
Q4 		$540K Buy
+10,832
New +$536K 0.22% 76

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Brady Family Wealth's IGSB Position: Q3 2025 in Review

Brady Family Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 6,294 shares — an estimated $332K sold.

Brady Family Wealth first reported a position in IGSB in Q4 2022 and held it in 11 quarters. The position peaked at $548K in Q1 2023. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Brady Family Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Brady Family Wealth sold 6,294 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $332K.
  • Brady Family Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Brady Family Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $548K in Q1 2023.
  • 948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Brady Family Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.