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

Cornerstone Wealth Group’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	-5,964	Closed	-$316K	–	396
2025 Q3	$316K	Sell	5,964 -360	-6%	-$19K	0.02%	259
2025 Q2	$334K	Sell	6,324 -578	-8%	-$30.2K	0.03%	232
2025 Q1	$361K	Sell	6,902 -1,747	-20%	-$90.8K	0.03%	202
2024 Q4	$447K	Sell	8,649 -188	-2%	-$9.77K	0.04%	172
2024 Q3	$465K	Sell	8,837 -104	-1%	-$5.41K	0.04%	172
2024 Q2	$458K	Hold	8,941	–	–	0.04%	168
2024 Q1	$458K	Buy	+8,941	New	+$457K	0.04%	164
2020 Q1	–	Sell	-7,438	Closed	-$399K	–	131
2019 Q4	$399K	Buy	7,438 +254	+4%	+$13.6K	0.11%	111
2019 Q3	$386K	Buy	7,184 +54	+0.8%	+$2.89K	0.1%	101
2019 Q2	$381K	Buy	7,130 +277	+4%	+$14.6K	0.1%	128
2019 Q1	$362K	Buy	+6,853	New	+$358K	0.09%	130

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Cornerstone Wealth Group's IGSB Position: Q4 2025 in Review

Cornerstone Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 5,964 shares — an estimated $316K sold.

Cornerstone Wealth Group first reported a position in IGSB in Q1 2019 and held it in 11 quarters. The position peaked at $465K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Cornerstone Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Group sold 5,964 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $316K.
Cornerstone Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Cornerstone Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $465K in Q3 2024.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Cornerstone Wealth Group's 13F filing for Q4 2025, filed 26 Jan 2026.