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

Future Financial 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 Q4	–	Sell	-1,974	Closed	-$105K	–	255
2025 Q3	$105K	Hold	1,974	–	–	0.07%	165
2025 Q2	$104K	Hold	1,974	–	–	0.07%	159
2025 Q1	$103K	Hold	1,974	–	–	0.08%	152
2024 Q4	$102K	Hold	1,974	–	–	0.07%	159
2024 Q3	$104K	Buy	+1,974	New	+$103K	0.07%	167
2024 Q2	–	Sell	-2,774	Closed	-$142K	–	265
2024 Q1	$142K	Buy	+2,774	New	+$142K	0.11%	140
2022 Q3	–	Sell	-13,300	Closed	-$688K	–	128
2022 Q2	$688K	Hold	13,300	–	–	0.67%	51
2022 Q1	$688K	Hold	13,300	–	–	0.57%	51
2021 Q4	$716K	Buy	13,300 +6,354	+91%	+$344K	0.57%	54
2021 Q3	$381K	Hold	6,946	–	–	0.39%	78
2021 Q2	$381K	Sell	6,946 -545	-7%	-$29.9K	0.39%	78
2021 Q1	$410K	Sell	7,491 -754	-9%	-$41.4K	0.47%	64
2020 Q4	$455K	Buy	+8,245	New	+$453K	0.53%	61

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Future Financial Wealth Management's IGSB Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 1,974 shares — an estimated $105K sold.

Future Financial Wealth Management first reported a position in IGSB in Q4 2020 and held it in 13 quarters. The position peaked at $716K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,974 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $105K.
Future Financial Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Future Financial Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $716K in Q4 2021.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.