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

Colton Groome Financial 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
Q4 		– Sell
-11,675
Closed -$619K – 141
2025
Q3 		$619K Sell
11,675
-625
-5% -$33K 0.19% 73
2025
Q2 		$649K Sell
12,300
-1,450
-11% -$75.8K 0.22% 67
2025
Q1 		$722K Sell
13,750
-2,200
-14% -$114K 0.28% 59
2024
Q4 		$825K Buy
+15,950
New +$829K 0.32% 49
2024
Q1 		– Sell
-4,125
Closed -$212K – 125
2023
Q4 		$212K Buy
+4,125
New +$207K 0.09% 117
2023
Q2 		– Sell
-4,802
Closed -$243K – 124
2023
Q1 		$243K Sell
4,802
-4,953
-51% -$249K 0.12% 109
2022
Q4 		$486K Sell
9,755
-22,880
-70% -$1.13M 0.24% 69
2022
Q3 		$1.61M Buy
32,635
+2,147
+7% +$108K 0.82% 33
2022
Q2 		$1.54M Sell
30,488
-5,534
-15% -$282K 0.77% 29
2022
Q1 		$1.86M Sell
36,022
-3,351
-9% -$177K 0.86% 30
2021
Q4 		$2.12M Sell
39,373
-22,707
-37% -$1.23M 0.86% 33
2021
Q3 		$3.39M Buy
62,080
+10,297
+20% +$564K 1.48% 20
2021
Q2 		$2.84M Buy
51,783
+36,324
+235% +$1.99M 1.3% 24
2021
Q1 		$845K Buy
15,459
+4,476
+41% +$246K 0.47% 29
2020
Q4 		$606K Buy
10,983
+4,399
+67% +$242K 0.39% 39
2020
Q3 		$362K Buy
6,584
+608
+10% +$33.4K 0.25% 43
2020
Q2 		$327K Sell
5,976
-407
-6% -$21.9K 0.24% 49
2020
Q1 		$334K Buy
6,383
+149
+2% +$7.93K 0.28% 47
2019
Q4 		$334K Buy
6,234
+541
+10% +$29K 0.24% 53
2019
Q3 		$305K Buy
5,693
+1,426
+33% +$76.3K 0.23% 55
2019
Q2 		$228K Buy
+4,267
New +$226K 0.18% 46

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

Colton Groome Financial Advisors's IGSB Position: Q4 2025 in Review

Colton Groome Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 11,675 shares — an estimated $619K sold.

Colton Groome Financial Advisors first reported a position in IGSB in Q2 2019 and held it in 21 quarters. The position peaked at $3.39M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Colton Groome Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 11,675 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $619K.
  • Colton Groome Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 21 quarters.
  • Colton Groome Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.39M in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.