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

FSA 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	$2.14K	Sell	40 -54	-57%	-$2.85K	﹤0.01%	494
2025 Q2	$4.98K	Hold	94	–	–	﹤0.01%	383
2025 Q1	$4.94K	Hold	94	–	–	﹤0.01%	356
2024 Q4	$4.88K	Hold	94	–	–	﹤0.01%	392
2024 Q3	$4.97K	Buy	+94	New	+$4.89K	﹤0.01%	403
2024 Q1	$5.15K	Hold	100	–	–	﹤0.01%	445
2023 Q4	$5K	Buy	+100	New	+$5.02K	﹤0.01%	425
2022 Q3	–	Sell	-42,199	Closed	-$2.13M	–	52
2022 Q2	$2.13M	Buy	+42,199	New	+$2.15M	5.92%	5
2021 Q2	–	Sell	-3,827	Closed	-$209K	–	44
2021 Q1	$209K	Sell	3,827 -3,861	-50%	-$212K	0.14%	41
2020 Q4	$424K	Sell	7,688 -4,336	-36%	-$238K	0.21%	32
2020 Q3	$660K	Sell	12,024 -16,616	-58%	-$913K	0.42%	24
2020 Q2	$1.57M	Sell	28,640 -7,542	-21%	-$406K	1.07%	15
2020 Q1	$1.9M	Sell	36,182 -618	-2%	-$32.9K	1.59%	15
2019 Q4	$1.97M	Buy	+36,800	New	+$1.97M	1.39%	14

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

FSA Wealth Management's IGSB Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 57% in Q3 2025, selling an estimated $2.85K and leaving 40 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

FSA Wealth Management first reported a position in IGSB in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.13M in Q2 2022. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

FSA Wealth Management held 40 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.14K as of Q3 2025.
FSA Wealth Management sold 54 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $2.85K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #494 holding.
FSA Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
FSA Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.13M in Q2 2022.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.