Freestone Capital Holdings’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Freestone Capital Holdings’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	-4,123	Closed	-$219K	–	577
2025 Q3	$219K	Buy	4,123 +239	+6%	+$12.6K	0.01%	492
2025 Q2	$205K	Sell	3,884 -160	-4%	-$8.36K	0.01%	427
2025 Q1	$212K	Buy	+4,044	New	+$210K	0.01%	413
2023 Q3	–	Sell	-8,724	Closed	-$438K	–	395
2023 Q2	$438K	Sell	8,724 -1,839	-17%	-$92.6K	0.02%	268
2023 Q1	$534K	Hold	10,563	–	–	0.02%	245
2022 Q4	$526K	Buy	+10,563	New	+$523K	0.02%	244
2022 Q3	–	Sell	-7,298	Closed	-$369K	–	406
2022 Q2	$369K	Buy	7,298 +3,348	+85%	+$170K	0.01%	312
2022 Q1	$204K	Buy	3,950 +52	+1%	+$2.74K	0.01%	541
2021 Q4	$210K	Buy	+3,898	New	+$211K	0.01%	468
2021 Q1	–	Sell	-2,674	Closed	-$148K	–	718
2020 Q4	$148K	Buy	2,674 +2,153	+413%	+$118K	0.01%	380
2020 Q3	$28.6K	Buy	+521	New	+$28.6K	﹤0.01%	583

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

Freestone Capital Holdings's IGSB Position: Q4 2025 in Review

Freestone Capital Holdings sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,123 shares — an estimated $219K sold.

Freestone Capital Holdings first reported a position in IGSB in Q3 2020 and held it in 11 quarters. The position peaked at $534K in Q1 2023. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Freestone Capital Holdings reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Freestone Capital Holdings sold 4,123 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $219K.
Freestone Capital Holdings first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
Freestone Capital Holdings's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $534K in Q1 2023.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.