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Concord Asset Management (Virginia)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Concord Asset Management (Virginia)’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 		– Sell
-5,349
Closed -$282K – 161
2025
Q2 		$282K Buy
+5,349
New +$279K 0.04% 173

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MMI
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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

Concord Asset Management (Virginia)'s IGSB Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 5,349 shares — an estimated $282K sold.

Concord Asset Management (Virginia) first reported a position in IGSB in Q2 2025 and held it in 1 quarter. The position peaked at $282K in Q2 2025. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 5,349 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $282K.
  • Concord Asset Management (Virginia) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $282K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.