Foster & Motley’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Foster & Motley’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	-4,032	Closed	-$214K	–	395
2025 Q3	$214K	Hold	4,032	–	–	0.01%	384
2025 Q2	$213K	Buy	+4,032	New	+$211K	0.01%	381
2014 Q2	–	Sell	-4,178	Closed	-$220K	–	167
2014 Q1	$220K	Buy	+4,178	New	+$220K	0.05%	154
2013 Q4	–	Sell	-6,658	Closed	-$350K	–	162
2013 Q3	$350K	Buy	6,658 +1,040	+19%	+$54.6K	0.09%	121
2013 Q2	$295K	Buy	+5,618	New	+$296K	0.08%	125

Other funds holding IGSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Foster & Motley's IGSB Position: Q4 2025 in Review

Foster & Motley sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,032 shares — an estimated $214K sold.

Foster & Motley first reported a position in IGSB in Q2 2013 and held it in 5 quarters. The position peaked at $350K in Q3 2013. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Foster & Motley reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Foster & Motley sold 4,032 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $214K.
Foster & Motley first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Foster & Motley's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $350K in Q3 2013.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Foster & Motley's 13F filing for Q4 2025, filed 15 Jan 2026.