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

Financial Counselors Inc’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 Q2	–	Sell	-10,897	Closed	-$571K	–	253
2025 Q1	$571K	Sell	10,897 -5	-0%	-$260	0.01%	396
2024 Q4	$564K	Sell	10,902 -2,306	-17%	-$120K	0.01%	395
2024 Q3	$696K	Buy	13,208 +3,441	+35%	+$179K	0.01%	386
2024 Q2	$500K	Hold	9,767	–	–	0.01%	406
2024 Q1	$501K	Hold	9,767	–	–	0.01%	412
2023 Q4	$501K	Buy	9,767 +531	+6%	+$26.7K	0.01%	403
2023 Q3	$460K	Buy	+9,236	New	+$462K	0.01%	403

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Financial Counselors Inc's IGSB Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 10,897 shares — an estimated $571K sold.

Financial Counselors Inc first reported a position in IGSB in Q3 2023 and held it in 7 quarters. The position peaked at $696K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Financial Counselors Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 10,897 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $571K.
Financial Counselors Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $696K in Q3 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.