Family Capital Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Family Capital Trust’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	-5,612	Closed	-$290K	–	63
2024 Q4	$290K	Sell	5,612 -6,228	-53%	-$324K	0.1%	44
2024 Q3	$623K	Hold	11,840	–	–	0.2%	32
2024 Q2	$607K	Sell	11,840 -5,879	-33%	-$300K	0.2%	32
2024 Q1	$908K	Hold	17,719	–	–	0.31%	30
2023 Q4	$908K	Buy	+17,719	New	+$890K	0.29%	31
2023 Q3	–	Sell	-373	Closed	-$18.7K	–	54
2023 Q2	$18.7K	Hold	373	–	–	0.01%	49
2023 Q1	$18.8K	Buy	373 +55	+17%	+$2.76K	0.01%	50
2022 Q4	$15.8K	Hold	318	–	–	0.01%	48
2022 Q3	$16K	Buy	318 +25	+9%	+$1.26K	0.01%	48
2022 Q2	$15K	Hold	293	–	–	0.01%	50
2022 Q1	$15K	Sell	293 -3,451	-92%	-$182K	﹤0.01%	50
2021 Q4	$202K	Buy	3,744 +3,558	+1,913%	+$193K	0.06%	42
2021 Q3	$10K	Hold	186	–	–	﹤0.01%	51
2021 Q2	$10K	Buy	186 +50	+37%	+$2.74K	﹤0.01%	51
2021 Q1	$7K	Buy	136 +65	+92%	+$3.57K	﹤0.01%	51
2020 Q4	$4K	Hold	71	–	–	﹤0.01%	53
2020 Q3	$4K	Hold	71	–	–	﹤0.01%	51
2020 Q2	$4K	Sell	71 -12	-14%	-$646	﹤0.01%	51
2020 Q1	$5K	Hold	83	–	–	﹤0.01%	53
2019 Q4	$4K	Hold	83	–	–	﹤0.01%	54
2019 Q3	$4K	Sell	83 -2,495	-97%	-$133K	﹤0.01%	53
2019 Q2	$138K	Sell	2,578 -42	-2%	-$2.22K	0.06%	45
2019 Q1	$138K	Hold	2,620	–	–	0.06%	46
2018 Q4	$135K	Hold	2,620	–	–	0.07%	43
2018 Q3	$136K	Hold	2,620	–	–	0.06%	45
2018 Q2	$136K	Sell	2,620 -300	-10%	-$15.6K	0.06%	45
2018 Q1	$152K	Sell	2,920 -30	-1%	-$1.56K	0.07%	43
2017 Q4	$154K	Sell	2,950 -568	-16%	-$29.8K	0.07%	43
2017 Q3	$185K	Buy	3,518 +30	+0.9%	+$1.58K	0.09%	39
2017 Q2	$184K	Sell	3,488 -38	-1%	-$2K	0.1%	39
2017 Q1	$186K	Hold	3,526	–	–	0.1%	39
2016 Q4	$185K	Hold	3,526	–	–	0.11%	42
2016 Q3	$186K	Hold	3,526	–	–	0.11%	41
2016 Q2	$187K	Hold	3,526	–	–	0.11%	42
2016 Q1	$186K	Sell	3,526 -104	-3%	-$5.45K	0.11%	43
2015 Q4	$190K	Hold	3,630	–	–	0.1%	43
2015 Q3	$191K	Sell	3,630 -400	-10%	-$21K	0.11%	43
2015 Q2	$212K	Hold	4,030	–	–	0.12%	43
2015 Q1	$213K	Hold	4,030	–	–	0.12%	45
2014 Q4	$212K	Hold	4,030	–	–	0.11%	50
2014 Q3	$212K	Hold	4,030	–	–	0.12%	56
2014 Q2	$213K	Hold	4,030	–	–	0.11%	58
2014 Q1	$213K	Hold	4,030	–	–	0.12%	55
2013 Q4	$213K	Hold	4,030	–	–	0.12%	55
2013 Q3	$212K	Hold	4,030	–	–	0.13%	62
2013 Q2	$212K	Buy	+4,030	New	+$212K	0.14%	59

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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 $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Family Capital Trust's IGSB Position: Q1 2025 in Review

Family Capital Trust sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 5,612 shares — an estimated $290K sold.

Family Capital Trust first reported a position in IGSB in Q2 2013 and held it in 46 quarters. The position peaked at $908K in Q1 2024. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Family Capital Trust reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Family Capital Trust sold 5,612 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $290K.
Family Capital Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 46 quarters.
Family Capital Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $908K in Q1 2024.
943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Family Capital Trust's 13F filing for Q1 2025, filed 25 Apr 2025.