Financial Engines Advisors
IGSB icon

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

Financial Engines Advisors’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
-6,166
Closed -$327K – 552
2025
Q3 		$327K Sell
6,166
-20,580
-77% -$1.09M ﹤0.01% 454
2025
Q2 		$1.41M Sell
26,746
-608
-2% -$31.8K ﹤0.01% 254
2025
Q1 		$1.43M Sell
27,354
-150
-0.5% -$7.8K ﹤0.01% 220
2024
Q4 		$1.42M Buy
27,504
+21,907
+391% +$1.14M ﹤0.01% 228
2024
Q3 		$295K Buy
+5,597
New +$291K ﹤0.01% 335
2020
Q2 		– Sell
-6,741
Closed -$353K – 221
2020
Q1 		$353K Sell
6,741
-1,359
-17% -$72.3K ﹤0.01% 124
2019
Q4 		$434K Buy
+8,100
New +$434K ﹤0.01% 113
2018
Q4 		– Sell
-15
Closed -$1K – 138
2018
Q3 		$1K Buy
+15
New +$778 ﹤0.01% 152

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Financial Engines Advisors's IGSB Position: Q4 2025 in Review

Financial Engines Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 6,166 shares — an estimated $327K sold.

Financial Engines Advisors first reported a position in IGSB in Q3 2018 and held it in 8 quarters. The position peaked at $1.43M in Q1 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Financial Engines Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 6,166 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $327K.
  • Financial Engines Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 8 quarters.
  • Financial Engines Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.43M in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.