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Client 1st Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Client 1st Advisory Group’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
Q4 		– Sell
-4,049
Closed -$215K – 145
2025
Q3 		$215K Sell
4,049
-6,683
-62% -$353K 0.07% 123
2025
Q2 		$566K Sell
10,732
-345
-3% -$18K 0.21% 60
2025
Q1 		$580K Hold
11,077
– – 0.23% 58
2024
Q4 		$573K Hold
11,077
– – 0.22% 57
2024
Q3 		$583K Buy
11,077
+3,000
+37% +$156K 0.23% 51
2024
Q2 		$414K Sell
8,077
-670
-8% -$34.2K 0.18% 69
2024
Q1 		$449K Sell
8,747
-848
-9% -$43.4K 0.2% 61
2023
Q4 		$492K Sell
9,595
-271
-3% -$13.6K 0.24% 55
2023
Q3 		$492K Sell
9,866
-4,788
-33% -$240K 0.26% 52
2023
Q2 		$735K Sell
14,654
-1,169
-7% -$58.9K 0.39% 39
2023
Q1 		$800K Sell
15,823
-678
-4% -$34K 0.43% 34
2022
Q4 		$822K Sell
16,501
-3,963
-19% -$196K 0.48% 31
2022
Q3 		$1.01M Sell
20,464
-309
-1% -$15.6K 0.63% 25
2022
Q2 		$1.05M Sell
20,773
-7,775
-27% -$396K 0.62% 25
2022
Q1 		$1.48M Sell
28,548
-1,613
-5% -$85K 0.72% 23
2021
Q4 		$1.63M Sell
30,161
-5,137
-15% -$278K 0.79% 20
2021
Q3 		$1.93M Sell
35,298
-15,386
-30% -$843K 0.98% 20
2021
Q2 		$2.78M Sell
50,684
-85,059
-63% -$4.66M 1.44% 17
2021
Q1 		$7.42M Sell
135,743
-39,862
-23% -$2.19M 4.25% 7
2020
Q4 		$9.67M Sell
175,605
-3,624
-2% -$199K 6.28% 4
2020
Q3 		$9.83M Buy
179,229
+68,544
+62% +$3.76M 6.89% 4
2020
Q2 		$6.08M Buy
+110,685
New +$5.96M 5.04% 6

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Client 1st Advisory Group's IGSB Position: Q4 2025 in Review

Client 1st Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,049 shares — an estimated $215K sold.

Client 1st Advisory Group first reported a position in IGSB in Q2 2020 and held it in 22 quarters. The position peaked at $9.83M in Q3 2020. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Client 1st Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 4,049 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $215K.
  • Client 1st Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 22 quarters.
  • Client 1st Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.83M in Q3 2020.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Client 1st Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.