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

Bristlecone 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 Q2	–	Sell	-128	Closed	-$6.7K	–	326
2025 Q1	$6.7K	Hold	128	–	–	﹤0.01%	359
2024 Q4	$6.62K	Hold	128	–	–	﹤0.01%	353
2024 Q3	$6.74K	Buy	+128	New	+$6.66K	﹤0.01%	356
2023 Q2	–	Sell	-128	Closed	-$6.47K	–	301
2023 Q1	$6.47K	Buy	+128	New	+$6.43K	﹤0.01%	335
2016 Q3	–	Sell	-7,868	Closed	-$417K	–	157
2016 Q2	$417K	Sell	7,868 -1,308	-14%	-$69K	0.15%	107
2016 Q1	$484K	Sell	9,176 -40	-0.4%	-$2.1K	0.19%	107
2015 Q4	$482K	Buy	+9,216	New	+$484K	0.2%	111

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 $4.81B AUM 4.62% 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

Bristlecone Advisors's IGSB Position: Q2 2025 in Review

Bristlecone Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 128 shares — an estimated $6.7K sold.

Bristlecone Advisors first reported a position in IGSB in Q4 2015 and held it in 7 quarters. The position peaked at $484K in Q1 2016. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Bristlecone Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 128 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $6.7K.
Bristlecone Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
Bristlecone Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $484K in Q1 2016.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.