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

Financial Network Wealth 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
-13
Closed -$689 – 844
2025
Q3 		$689 Buy
+13
New +$686 ﹤0.01% 828

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

Financial Network Wealth Advisors's IGSB Position: Q4 2025 in Review

Financial Network Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 13 shares — an estimated $689 sold.

Financial Network Wealth Advisors first reported a position in IGSB in Q3 2025 and held it in 1 quarter. The position peaked at $689 in Q3 2025. 1,014 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Financial Network Wealth 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 Network Wealth Advisors sold 13 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $689.
  • Financial Network Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Financial Network Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $689 in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

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