EP
IGSB icon

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

Essential Planning’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
Q1 		– Sell
-57,631
Closed -$3M – 174
2024
Q4 		$3M Buy
+57,631
New +$3M 0.02% 160

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Essential Planning's IGSB Position: Q1 2025 in Review

Essential Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 57,631 shares — an estimated $3M sold.

Essential Planning first reported a position in IGSB in Q4 2024 and held it in 1 quarter. The position peaked at $3M in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Essential Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 57,631 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $3M.
  • Essential Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3M in Q4 2024.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.