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

Family 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
Q4 		– Sell
-986
Closed -$52.3K – 299
2025
Q3 		$52.3K Hold
986
– – 0.01% 233
2025
Q2 		$52K Hold
986
– – 0.01% 204
2025
Q1 		$51.7K Sell
986
-341,157
-100% -$17.7M 0.01% 190
2024
Q4 		$15.9M Sell
342,143
-43,924
-11% -$2.28M 2.56% 9
2024
Q3 		$20.3M Sell
386,067
-54,479
-12% -$2.84M 3.36% 7
2024
Q2 		$22.6M Buy
440,546
+2,025
+0.5% +$103K 3.97% 5
2024
Q1 		$22.5M Buy
438,521
+57,724
+15% +$2.95M 4.14% 3
2023
Q4 		$19.5M Buy
+380,797
New +$19.1M 4.05% 4
2023
Q1 		– Sell
-2,300
Closed -$115K – 159
2022
Q4 		$115K Sell
2,300
-1,136
-33% -$56.2K 0.03% 147
2022
Q3 		$169K Hold
3,436
– – 0.04% 131
2022
Q2 		$174K Sell
3,436
-2,463
-42% -$125K 0.05% 145
2022
Q1 		$305K Sell
5,899
-2,118
-26% -$112K 0.08% 127
2021
Q4 		$432K Buy
8,017
+5,084
+173% +$275K 0.11% 113
2021
Q3 		$160K Hold
2,933
– – 0.04% 158
2021
Q2 		$161K Hold
2,933
– – 0.04% 177
2021
Q1 		$160K Hold
2,933
– – 0.05% 148
2020
Q4 		$162K Hold
2,933
– – 0.06% 157
2020
Q3 		$161K Hold
2,933
– – 0.07% 113
2020
Q2 		$160K Buy
+2,933
New +$158K 0.07% 140
2020
Q1 		– Sell
-395,750
Closed -$21.2M – 174
2019
Q4 		$21.2M Sell
395,750
-31,730
-7% -$1.7M 7.32% 1
2019
Q3 		$22.9M Sell
427,480
-4,454
-1% -$238K 8.55% 1
2019
Q2 		$23.1M Sell
431,934
-1,938
-0.4% -$102K 9.06% 1
2019
Q1 		$22.9M Buy
433,872
+44,263
+11% +$2.31M 9.88% 1
2018
Q4 		$20.1M Buy
+389,609
New +$20.1M 8.43% 1

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

Family Management's IGSB Position: Q4 2025 in Review

Family Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 986 shares — an estimated $52.3K sold.

Family Management first reported a position in IGSB in Q4 2018 and held it in 24 quarters. The position peaked at $23.1M in Q2 2019. 1,014 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Family Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 986 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $52.3K.
  • Family Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Family Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.1M in Q2 2019.
  • 1,014 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.