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

Congress 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	$436K	Sell	8,269 -38,760	-82%	-$2.02M	﹤0.01%	964
2025 Q1	$2.46M	Buy	47,029 +26,594	+130%	+$1.38M	0.03%	450
2024 Q4	$1.06M	Buy	20,435 +4,713	+30%	+$245K	0.01%	511
2024 Q3	$828K	Buy	15,722 +8,335	+113%	+$434K	0.01%	547
2024 Q2	$379K	Sell	7,387 -648	-8%	-$33.1K	0.01%	573
2024 Q1	$412K	Buy	8,035 +452	+6%	+$23.1K	0.01%	469
2023 Q4	$389K	Sell	7,583 -229	-3%	-$11.5K	0.01%	498
2023 Q3	$389K	Buy	+7,812	New	+$391K	0.01%	490
2023 Q2	–	Sell	-5,582	Closed	-$282K	–	564
2023 Q1	$282K	Sell	5,582 -168	-3%	-$8.44K	0.01%	491
2022 Q4	$286K	Sell	5,750 -580	-9%	-$28.7K	0.01%	486
2022 Q3	$312K	Sell	6,330 -95	-1%	-$4.79K	0.01%	466
2022 Q2	$325K	Sell	6,425 -7,205	-53%	-$367K	0.01%	460
2022 Q1	$705K	Buy	13,630 +7,558	+124%	+$398K	0.02%	396
2021 Q4	$327K	Buy	+6,072	New	+$329K	0.01%	523

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Congress Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 82% in Q2 2025, selling an estimated $2.02M and leaving 8,269 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Congress Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.46M in Q1 2025. 947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Congress Wealth Management held 8,269 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $436K as of Q2 2025.
Congress Wealth Management sold 38,760 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $2.02M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #964 holding.
Congress Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.46M in Q1 2025.
947 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.