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

Continuum Advisory’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 		– Sell
-2,407
Closed -$126K – 957
2025
Q1 		$126K Sell
2,407
-909
-27% -$47.3K 0.02% 483
2024
Q4 		$171K Sell
3,316
-81
-2% -$4.21K 0.02% 417
2024
Q3 		$176K Buy
3,397
+1,246
+58% +$64.8K 0.02% 417
2024
Q2 		$110K Buy
2,151
+6
+0.3% +$306 0.02% 472
2024
Q1 		$109K Sell
2,145
-7,312
-77% -$374K 0.02% 471
2023
Q4 		$485K Sell
9,457
-2,038
-18% -$102K 0.07% 289
2023
Q3 		$573K Sell
11,495
-1,317
-10% -$65.9K 0.09% 256
2023
Q2 		$643K Sell
12,812
-4,367
-25% -$220K 0.1% 235
2023
Q1 		$868K Sell
17,179
-10,673
-38% -$536K 0.15% 168
2022
Q4 		$1.39M Buy
27,852
+2,313
+9% +$115K 0.25% 122
2022
Q3 		$1.26M Sell
25,539
-32,417
-56% -$1.64M 0.22% 123
2022
Q2 		$2.93M Buy
57,956
+15,012
+35% +$764K 0.53% 41
2022
Q1 		$2.19M Buy
42,944
+37,872
+747% +$2M 0.42% 57
2021
Q4 		$273K Sell
5,072
-665
-12% -$36K 0.06% 257
2021
Q3 		$313K Sell
5,737
-2,280
-28% -$125K 0.08% 220
2021
Q2 		$439K Buy
+8,017
New +$439K 0.14% 164

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Continuum Advisory's IGSB Position: Q2 2025 in Review

Continuum Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 2,407 shares — an estimated $126K sold.

Continuum Advisory first reported a position in IGSB in Q2 2021 and held it in 16 quarters. The position peaked at $2.93M in Q2 2022. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Continuum Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 2,407 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $126K.
  • Continuum Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 16 quarters.
  • Continuum Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.93M in Q2 2022.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.