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

Financial Life Planners’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
-421
Closed -$21.8K – 217
2024
Q4 		$21.8K Buy
+421
New +$21.9K 0.02% 195

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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 $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Financial Life Planners's IGSB Position: Q1 2025 in Review

Financial Life Planners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 421 shares — an estimated $21.8K sold.

Financial Life Planners first reported a position in IGSB in Q4 2024 and held it in 1 quarter. The position peaked at $21.8K in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Financial Life Planners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 421 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $21.8K.
  • Financial Life Planners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $21.8K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.