Gallagher Fiduciary Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gallagher Fiduciary Advisors’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 Q2	–	Sell	-3,858	Closed	-$202K	–	336
2025 Q1	$202K	Sell	3,858 -464	-11%	-$24.1K	0.01%	288
2024 Q4	$223K	Sell	4,322 -94,069	-96%	-$4.89M	0.04%	266
2024 Q3	$5.18M	Sell	98,391 -380,312	-79%	-$19.8M	1.05%	22
2024 Q2	$24.5M	Buy	478,703 +62,455	+15%	+$3.19M	5.5%	5
2024 Q1	$21.3M	Buy	416,248 +5,478	+1%	+$280K	0.76%	12
2023 Q4	$21.1M	Buy	410,770 +11,906	+3%	+$598K	0.72%	12
2023 Q3	$19.9M	Buy	398,864 +25,702	+7%	+$1.29M	1.75%	11
2023 Q2	$18.7M	Buy	373,162 +7,872	+2%	+$397K	1.42%	13
2023 Q1	$18.5M	Buy	+365,290	New	+$18.3M	1.52%	13

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Gallagher Fiduciary Advisors's IGSB Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 3,858 shares — an estimated $202K sold.

Gallagher Fiduciary Advisors first reported a position in IGSB in Q1 2023 and held it in 9 quarters. The position peaked at $24.5M in Q2 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Gallagher Fiduciary Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 3,858 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $202K.
Gallagher Fiduciary Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Gallagher Fiduciary Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $24.5M in Q2 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.