Fox Hill Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fox Hill Wealth Management’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 Q3	–	Sell	-3,862	Closed	-$204K	–	127
2025 Q2	$204K	Buy	3,862 +4	+0.1%	+$209	0.1%	102
2025 Q1	$202K	Sell	3,858 -11	-0.3%	-$572	0.12%	95
2024 Q4	$200K	Sell	3,869 -50	-1%	-$2.6K	0.11%	96
2024 Q3	$206K	Buy	3,919 +2	+0.1%	+$104	0.11%	94
2024 Q2	$201K	Sell	3,917 -30	-0.8%	-$1.53K	0.12%	94
2024 Q1	$202K	Buy	3,947 +45	+1%	+$2.3K	0.14%	98
2023 Q4	$200K	Buy	+3,902	New	+$196K	0.15%	96

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Fox Hill Wealth Management's IGSB Position: Q3 2025 in Review

Fox Hill Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 3,862 shares — an estimated $204K sold.

Fox Hill Wealth Management first reported a position in IGSB in Q4 2023 and held it in 7 quarters. The position peaked at $206K in Q3 2024. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Fox Hill Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Fox Hill Wealth Management sold 3,862 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $204K.
Fox Hill Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Fox Hill Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $206K in Q3 2024.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Fox Hill Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.