CWC
IGSB icon

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

Carolinas Wealth Consulting’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
Q1 		– Sell
-1,477
Closed -$76.4K – 1059
2024
Q4 		$76.4K Sell
1,477
-56
-4% -$2.91K 0.02% 296
2024
Q3 		$80.7K Hold
1,533
– – 0.01% 297
2024
Q2 		$78.5K Sell
1,533
-46
-3% -$2.35K 0.02% 298
2024
Q1 		$81K Buy
1,579
+1,082
+218% +$55.4K 0.02% 301
2023
Q4 		$25.5K Hold
497
– – 0.01% 417
2023
Q3 		$24.7K Sell
497
-25,325
-98% -$1.27M 0.01% 402
2023
Q2 		$1.3M Sell
25,822
-1,036
-4% -$52.2K 0.26% 60
2023
Q1 		$1.36M Sell
26,858
-25
-0.1% -$1.25K 0.29% 57
2022
Q4 		$1.34M Buy
26,883
+13,052
+94% +$646K 0.3% 53
2022
Q3 		$682K Buy
13,831
+6,020
+77% +$304K 0.17% 66
2022
Q2 		$395K Buy
+7,811
New +$398K 0.1% 99
2021
Q4 		– Sell
-458
Closed -$25K – 987
2021
Q3 		$25K Buy
458
+2
+0.4% +$110 0.01% 434
2021
Q2 		$25K Buy
+456
New +$25K 0.01% 463

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Carolinas Wealth Consulting's IGSB Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 1,477 shares — an estimated $76.4K sold.

Carolinas Wealth Consulting first reported a position in IGSB in Q2 2021 and held it in 13 quarters. The position peaked at $1.36M in Q1 2023. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,477 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $76.4K.
  • Carolinas Wealth Consulting first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
  • Carolinas Wealth Consulting's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.36M in Q1 2023.
  • 943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.