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

Capital A 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 Q2	$15.4K	Buy	+301	New	+$15.7K	0.17%	162

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital A Wealth Management's IGSB Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025: 301 shares worth $15.4K. The stake represents 0.17% of the portfolio and ranks #162 among its holdings.

947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Capital A Wealth Management held 301 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.4K as of Q2 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Capital A Wealth Management position in Q2 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Capital A Wealth Management's portfolio in Q2 2025, its #162 holding.
947 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.