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

Brown Financial 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 Q4	–	Sell	-4,330	Closed	-$230K	–	161
2025 Q3	$230K	Sell	4,330 -25,677	-86%	-$1.36M	0.08%	142
2025 Q2	$1.58M	Sell	30,007 -312	-1%	-$16.3K	0.62%	59
2025 Q1	$1.59M	Buy	30,319 +1,595	+6%	+$82.9K	0.65%	59
2024 Q4	$1.49M	Buy	28,724 +3,794	+15%	+$197K	0.6%	52
2024 Q3	$1.31M	Buy	+24,930	New	+$1.3M	0.54%	59

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Brown Financial Advisors's IGSB Position: Q4 2025 in Review

Brown Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,330 shares — an estimated $230K sold.

Brown Financial Advisors first reported a position in IGSB in Q3 2024 and held it in 5 quarters. The position peaked at $1.59M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Brown Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Brown Financial Advisors sold 4,330 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $230K.
Brown Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Brown Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.59M in Q1 2025.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Brown Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.