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

Creekmur Asset 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 Q3	$554K	Sell	10,444 -112	-1%	-$5.91K	0.09%	116
2025 Q2	$557K	Buy	10,556 +1,988	+23%	+$104K	0.1%	124
2025 Q1	$449K	Buy	8,568 +366	+4%	+$19K	0.09%	123
2024 Q4	$424K	Sell	8,202 -5	-0.1%	-$260	0.1%	83
2024 Q3	$432K	Sell	8,207 -42	-0.5%	-$2.19K	0.1%	79
2024 Q2	$423K	Sell	8,249 -1,124	-12%	-$57.3K	0.11%	78
2024 Q1	$481K	Sell	9,373 -4,672	-33%	-$239K	0.16%	69
2023 Q4	$720K	Buy	+14,045	New	+$705K	0.22%	57

Other funds holding IGSB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Creekmur Asset Management's IGSB Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q3 2025, selling an estimated $5.91K and leaving 10,444 shares worth $554K. The position accounts for 0.09% of the portfolio, ranked #116.

Creekmur Asset Management first reported a position in IGSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $720K in Q4 2023. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Creekmur Asset Management held 10,444 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $554K as of Q3 2025.
Creekmur Asset Management sold 112 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $5.91K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Creekmur Asset Management's portfolio in Q3 2025, its #116 holding.
Creekmur Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $720K in Q4 2023.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.