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

Centerpoint 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 Q1	–	Sell	-250	Closed	-$13K	–	412
2024 Q4	$13K	Hold	250	–	–	﹤0.01%	329
2024 Q3	$13K	Hold	250	–	–	﹤0.01%	336
2024 Q2	$13K	Hold	250	–	–	﹤0.01%	328
2024 Q1	$13K	Hold	250	–	–	﹤0.01%	308
2023 Q4	$13K	Hold	250	–	–	0.01%	310
2023 Q3	$12K	Sell	250 -3,032	-92%	-$152K	0.01%	318
2023 Q2	$165K	Sell	3,282 -743	-18%	-$37.4K	0.07%	101
2023 Q1	$203K	Buy	+4,025	New	+$202K	0.09%	94

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

Centerpoint Advisors's IGSB Position: Q1 2025 in Review

Centerpoint Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 250 shares — an estimated $13K sold.

Centerpoint Advisors first reported a position in IGSB in Q1 2023 and held it in 8 quarters. The position peaked at $203K in Q1 2023. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Centerpoint Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 250 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $13K.
Centerpoint Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Centerpoint Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $203K in Q1 2023.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.