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

Davidson Investment Advisors’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
-4,975
Closed -$264K – 123
2025
Q3 		$264K Buy
4,975
+10
+0.2% +$528 0.01% 116
2025
Q2 		$262K Buy
4,965
+10
+0.2% +$522 0.01% 114
2025
Q1 		$259K Hold
4,955
– – 0.01% 110
2024
Q4 		$256K Hold
4,955
– – 0.01% 114
2024
Q3 		$261K Sell
4,955
-205
-4% -$10.7K 0.01% 113
2024
Q2 		$264K Sell
5,160
-244
-5% -$12.4K 0.01% 111
2024
Q1 		$277K Buy
5,404
+75
+1% +$3.84K 0.01% 109
2023
Q4 		$273K Sell
5,329
-741
-12% -$37.2K 0.02% 109
2023
Q3 		$302K Sell
6,070
-128
-2% -$6.4K 0.02% 110
2023
Q2 		$311K Hold
6,198
– – 0.02% 103
2023
Q1 		$313K Buy
+6,198
New +$311K 0.02% 101
2017
Q3 		– Sell
-2,450
Closed -$128K – 144
2017
Q2 		$128K Sell
2,450
-930
-28% -$48.9K 0.02% 104
2017
Q1 		$177K Sell
3,380
-90
-3% -$4.73K 0.02% 105
2016
Q4 		$182K Sell
3,470
-790
-19% -$41.5K 0.03% 104
2016
Q3 		$224K Sell
4,260
-824
-16% -$43.6K 0.03% 100
2016
Q2 		$269K Sell
5,084
-610
-11% -$32.2K 0.05% 96
2016
Q1 		$299K Sell
5,694
-798
-12% -$41.8K 0.05% 115
2015
Q4 		$338K Sell
6,492
-646
-9% -$33.9K 0.06% 130
2015
Q3 		$375K Sell
7,138
-2,090
-23% -$110K 0.07% 116
2015
Q2 		$484K Buy
9,228
+1,382
+18% +$72.9K 0.07% 119
2015
Q1 		$412K Sell
7,846
-13,182
-63% -$694K 0.06% 118
2014
Q4 		$1.1M Sell
21,028
-157,598
-88% -$8.3M 0.17% 106
2014
Q3 		$9.4M Buy
178,626
+81,176
+83% +$4.28M 0.74% 56
2014
Q2 		$5.15M Sell
97,450
-12,882
-12% -$680K 0.75% 57
2014
Q1 		$5.82M Sell
110,332
-15,648
-12% -$825K 0.88% 41
2013
Q4 		$6.64M Sell
125,980
-16,168
-11% -$852K 1.01% 30
2013
Q3 		$7.48M Sell
142,148
-66,552
-32% -$3.49M 1.2% 22
2013
Q2 		$11M Buy
+208,700
New +$11M 1.83% 13

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

Davidson Investment Advisors's IGSB Position: Q4 2025 in Review

Davidson Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,975 shares — an estimated $264K sold.

Davidson Investment Advisors first reported a position in IGSB in Q2 2013 and held it in 28 quarters. The position peaked at $11M in Q2 2013. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Davidson Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Davidson Investment Advisors sold 4,975 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $264K.
  • Davidson Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 28 quarters.
  • Davidson Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11M in Q2 2013.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Davidson Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.