BWM
IGSB icon

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

Bulltick Wealth Management’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
-6,087
Closed -$321K – 123
2025
Q2 		$321K Buy
6,087
+422
+7% +$22K 0.08% 101
2025
Q1 		$297K Sell
5,665
-36,590
-87% -$1.9M 0.08% 106
2024
Q4 		$2.18M Buy
42,255
+4,985
+13% +$259K 0.5% 47
2024
Q3 		$1.96M Sell
37,270
-3,720
-9% -$194K 0.47% 50
2024
Q2 		$2.1M Buy
40,990
+28,280
+223% +$1.44M 0.52% 44
2024
Q1 		$652K Hold
12,710
– – 0.11% 76
2023
Q4 		$652K Buy
12,710
+2,015
+19% +$101K 0.15% 77
2023
Q3 		$533K Buy
10,695
+2,654
+33% +$133K 0.13% 89
2023
Q2 		$403K Buy
8,041
+1,000
+14% +$50.4K 0.09% 97
2023
Q1 		$356K Sell
7,041
-49,200
-87% -$2.47M 0.09% 97
2022
Q4 		$2.8M Hold
56,241
– – 0.8% 34
2022
Q3 		$2.77M Hold
56,241
– – 0.83% 35
2022
Q2 		$2.84M Buy
56,241
+491
+0.9% +$25K 0.76% 35
2022
Q1 		$2.88M Sell
55,750
-91,200
-62% -$4.81M 0.65% 37
2021
Q4 		$7.92M Hold
146,950
– – 1.57% 27
2021
Q3 		$8.03M Sell
146,950
-547
-0.4% -$30K 1.82% 26
2021
Q2 		$8.08M Sell
147,497
-7,418
-5% -$406K 1.87% 27
2021
Q1 		$8.47M Hold
154,915
– – 2.35% 22
2020
Q4 		$8.55M Buy
+154,915
New +$8.52M 2.51% 21

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bulltick Wealth Management's IGSB Position: Q3 2025 in Review

Bulltick Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 6,087 shares — an estimated $321K sold.

Bulltick Wealth Management first reported a position in IGSB in Q4 2020 and held it in 19 quarters. The position peaked at $8.55M in Q4 2020. 951 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Bulltick Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bulltick Wealth Management sold 6,087 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $321K.
  • Bulltick Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Bulltick Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.55M in Q4 2020.
  • 951 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bulltick Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.