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Coston McIsaac & Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coston McIsaac & Partners’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
-434
Closed -$23K – 863
2025
Q3 		$23K Buy
+434
New +$22.9K 0.01% 418

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

Coston McIsaac & Partners's IGSB Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 434 shares — an estimated $23K sold.

Coston McIsaac & Partners first reported a position in IGSB in Q3 2025 and held it in 1 quarter. The position peaked at $23K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Coston McIsaac & Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 434 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $23K.
  • Coston McIsaac & Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.