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

Financial Advocates Investment 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 		$2.73M Sell
51,395
-6,495
-11% -$343K 1.53% 22
2025
Q2 		$3.05M Sell
57,890
-284,920
-83% -$14.9M 0.25% 89
2025
Q1 		$18M Buy
342,810
+50,105
+17% +$2.6M 1.26% 11
2024
Q4 		$15.1M Buy
292,705
+198,030
+209% +$10.3M 0.86% 19
2024
Q3 		$4.99M Buy
94,675
+3,912
+4% +$204K 0.28% 83
2024
Q2 		$4.65M Buy
+90,763
New +$4.63M 0.29% 78
2022
Q2 		– Sell
-6,764
Closed -$350K – 734
2022
Q1 		$350K Buy
6,764
+87
+1% +$4.59K 0.02% 531
2021
Q4 		$335K Sell
6,677
-21,269
-76% -$1.15M 0.02% 604
2021
Q3 		$1.53M Buy
27,946
+18,775
+205% +$1.03M 0.1% 235
2021
Q2 		$637K Sell
9,171
-30,454
-77% -$1.67M 0.04% 424
2021
Q1 		$2.17M Buy
39,625
+27,449
+225% +$1.51M 0.15% 160
2020
Q4 		$828K Sell
12,176
-18,560
-60% -$1.02M 0.06% 336
2020
Q3 		$1.69M Buy
30,736
+18,990
+162% +$1.04M 0.14% 154
2020
Q2 		$636K Buy
11,746
+3,280
+39% +$177K 0.06% 322
2020
Q1 		$443K Sell
8,466
-836
-9% -$44.5K 0.06% 293
2019
Q4 		$499K Buy
9,302
+4,657
+100% +$250K 0.05% 312
2019
Q3 		$250K Sell
4,645
-721
-13% -$38.6K 0.03% 413
2019
Q2 		$287K Buy
5,366
+679
+14% +$35.9K 0.03% 378
2019
Q1 		$248K Sell
4,687
-12,813
-73% -$669K 0.03% 396
2018
Q4 		$903K Sell
17,500
-18,632
-52% -$961K 0.12% 179
2018
Q3 		$1.87M Sell
36,132
-3,722
-9% -$193K 0.21% 115
2018
Q2 		$2.06M Buy
39,854
+31,860
+399% +$1.65M 0.25% 99
2018
Q1 		$415K Sell
7,994
-11,330
-59% -$589K 0.05% 286
2017
Q4 		$1.01M Buy
+19,324
New +$1.01M 0.14% 157

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 $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Financial Advocates Investment Management's IGSB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2025, selling an estimated $343K and leaving 51,395 shares worth $2.73M. The position accounts for 1.53% of the portfolio, ranked #22.

Financial Advocates Investment Management first reported a position in IGSB in Q4 2017 and has held it in 24 quarters since. The position peaked at $18M in Q1 2025. 951 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Financial Advocates Investment Management held 51,395 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.73M as of Q3 2025.
  • Financial Advocates Investment Management sold 6,495 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $343K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.53% of Financial Advocates Investment Management's portfolio in Q3 2025, its #22 holding.
  • Financial Advocates Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Financial Advocates Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $18M in Q1 2025.
  • 951 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.