CFP
IGSB icon

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

Cascade Financial Partners’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
-5,378
Closed -$278K – 250
2024
Q4 		$278K Buy
+5,378
New +$280K 0.04% 195

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 $4.81B AUM 4.62% 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

Cascade Financial Partners's IGSB Position: Q1 2025 in Review

Cascade Financial Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 5,378 shares — an estimated $278K sold.

Cascade Financial Partners first reported a position in IGSB in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Cascade Financial Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 5,378 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $278K.
  • Cascade Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Cascade Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $278K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.