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

Cahill 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 Q2	–	Sell	-9,211	Closed	-$482K	–	277
2025 Q1	$482K	Sell	9,211 -1,197	-12%	-$62.2K	0.07%	168
2024 Q4	$538K	Sell	10,408 -1,002	-9%	-$52.1K	0.07%	153
2024 Q3	$601K	Buy	+11,410	New	+$594K	0.08%	147
2021 Q4	–	Sell	-50	Closed	-$3K	–	478
2021 Q3	$3K	Buy	+50	New	+$2.74K	﹤0.01%	750

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

Cahill Financial Advisors's IGSB Position: Q2 2025 in Review

Cahill Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 9,211 shares — an estimated $482K sold.

Cahill Financial Advisors first reported a position in IGSB in Q3 2021 and held it in 4 quarters. The position peaked at $601K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Cahill Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cahill Financial Advisors sold 9,211 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $482K.
Cahill Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
Cahill Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $601K in Q3 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.