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

Castleview 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	-783	Closed	-$40.5K	–	354
2024 Q4	$40.5K	Hold	783	–	–	0.02%	370
2024 Q3	$41.2K	Hold	783	–	–	0.02%	350
2024 Q2	$40.1K	Sell	783 -97	-11%	-$4.95K	0.02%	354
2024 Q1	$45.1K	Hold	880	–	–	0.03%	363
2023 Q4	$45.1K	Hold	880	–	–	0.03%	313
2023 Q3	$43.9K	Hold	880	–	–	0.04%	272
2023 Q2	$44.1K	Sell	880 -100	-10%	-$5.04K	0.04%	266
2023 Q1	$49.5K	Sell	980 -12	-1%	-$602	0.04%	266
2022 Q4	$49.4K	Sell	992 -60	-6%	-$2.97K	0.05%	232
2022 Q3	$52K	Buy	1,052 +1,033	+5,437%	+$52.1K	0.05%	250
2022 Q2	$2.28K	Sell	19 -1,359	-99%	-$69.2K	﹤0.01%	624
2022 Q1	$71K	Sell	1,378 -248,840	-99%	-$13.1M	0.04%	306
2021 Q4	$4.64K	Buy	+250,218	New	+$13.5M	0.04%	167

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Castleview Partners's IGSB Position: Q1 2025 in Review

Castleview Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 783 shares — an estimated $40.5K sold.

Castleview Partners first reported a position in IGSB in Q4 2021 and held it in 13 quarters. The position peaked at $71K in Q1 2022. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Castleview Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 783 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $40.5K.
Castleview Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
Castleview Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $71K in Q1 2022.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.