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

Centricity 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 		$1.74K Buy
33
+9
+38% +$470 ﹤0.01% 414
2025
Q1 		$1.26K Buy
24
+9
+60% +$468 ﹤0.01% 426
2024
Q4 		$776 Buy
+15
New +$780 ﹤0.01% 439

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's IGSB Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 38% in Q2 2025, buying an estimated $470 and bringing the position to 33 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Centricity Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 3 quarters since. 947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Centricity Wealth Management held 33 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.74K as of Q2 2025.
  • Centricity Wealth Management bought 9 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $470.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #414 holding.
  • Centricity Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 947 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.