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

Cobblestone Capital 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
Q3 		$2.68M Buy
50,485
+6,190
+14% +$327K 0.13% 74
2025
Q2 		$2.34M Sell
44,295
-2,917
-6% -$152K 0.12% 79
2025
Q1 		$2.47M Sell
47,212
-2,993
-6% -$156K 0.14% 68
2024
Q4 		$2.6M Buy
50,205
+1,557
+3% +$80.9K 0.14% 67
2024
Q3 		$2.56M Sell
48,648
-12,179
-20% -$634K 0.14% 64
2024
Q2 		$3.12M Buy
60,827
+270
+0.4% +$13.8K 0.19% 56
2024
Q1 		$3.11M Buy
60,557
+2,756
+5% +$141K 0.2% 57
2023
Q4 		$2.96M Buy
57,801
+14,741
+34% +$740K 0.2% 60
2023
Q3 		$2.15M Buy
43,060
+9,102
+27% +$455K 0.16% 65
2023
Q2 		$1.7M Buy
33,958
+323
+1% +$16.3K 0.12% 81
2023
Q1 		$1.7M Buy
33,635
+1,250
+4% +$62.8K 0.13% 83
2022
Q4 		$1.61M Buy
32,385
+19,180
+145% +$950K 0.12% 85
2022
Q3 		$651K Buy
13,205
+1,695
+15% +$85.5K 0.05% 132
2022
Q2 		$582K Sell
11,510
-70
-0.6% -$3.56K 0.04% 141
2022
Q1 		$599K Buy
11,580
+180
+2% +$9.49K 0.04% 158
2021
Q4 		$614K Buy
11,400
+1,450
+15% +$78.5K 0.04% 157
2021
Q3 		$544K Sell
9,950
-90
-0.9% -$4.93K 0.04% 159
2021
Q2 		$550K Hold
10,040
– – 0.04% 163
2021
Q1 		$549K Hold
10,040
– – 0.04% 156
2020
Q4 		$554K Sell
10,040
-355
-3% -$19.5K 0.04% 150
2020
Q3 		$571K Sell
10,395
-480
-4% -$26.4K 0.05% 141
2020
Q2 		$595K Hold
10,875
– – 0.05% 137
2020
Q1 		$569K Sell
10,875
-90
-0.8% -$4.79K 0.06% 142
2019
Q4 		$588K Sell
10,965
-75
-0.7% -$4.02K 0.05% 146
2019
Q3 		$593K Sell
11,040
-75
-0.7% -$4.01K 0.06% 140
2019
Q2 		$594K Buy
11,115
+210
+2% +$11.1K 0.05% 140
2019
Q1 		$576K Buy
10,905
+155
+1% +$8.09K 0.05% 135
2018
Q4 		$555K Hold
10,750
– – 0.06% 133
2018
Q3 		$557K Sell
10,750
-5,210
-33% -$270K 0.05% 139
2018
Q2 		$828K Sell
15,960
-3,710
-19% -$192K 0.08% 109
2018
Q1 		$1.02M Sell
19,670
-140
-0.7% -$7.28K 0.1% 100
2017
Q4 		$1.03M Buy
+19,810
New +$1.04M 0.1% 99

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Cobblestone Capital Advisors's IGSB Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q3 2025, buying an estimated $327K and bringing the position to 50,485 shares worth $2.68M. The position accounts for 0.13% of the portfolio, ranked #74.

Cobblestone Capital Advisors first reported a position in IGSB in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.12M in Q2 2024. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Cobblestone Capital Advisors held 50,485 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.68M as of Q3 2025.
  • Cobblestone Capital Advisors bought 6,190 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $327K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #74 holding.
  • Cobblestone Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Cobblestone Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.12M in Q2 2024.
  • 948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.