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

GeoWealth 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
-2,334
Closed -$123K – 981
2025
Q2 		$123K Sell
2,334
-15
-0.6% -$784 ﹤0.01% 764
2025
Q1 		$123K Sell
2,349
-300
-11% -$15.6K ﹤0.01% 755
2024
Q4 		$137K Sell
2,649
-41,630
-94% -$2.16M ﹤0.01% 886
2024
Q3 		$2.33M Buy
44,279
+40,178
+980% +$2.09M 0.08% 165
2024
Q2 		$210K Sell
4,101
-306
-7% -$15.6K 0.01% 666
2024
Q1 		$226K Sell
4,407
-72,097
-94% -$3.69M 0.01% 646
2023
Q4 		$3.92M Buy
+76,504
New +$3.84M 0.32% 73
2023
Q3 		– Sell
-109
Closed -$5K – 506
2023
Q2 		$5K Hold
109
– – ﹤0.01% 408
2023
Q1 		$6K Sell
109
-22,443
-100% -$1.13M ﹤0.01% 352
2022
Q4 		$1.12M Sell
22,552
-728
-3% -$36K 0.12% 106
2022
Q3 		$1.15M Buy
23,280
+1,994
+9% +$101K 0.13% 109
2022
Q2 		$1.08M Sell
21,286
-1,494
-7% -$76.1K 0.14% 102
2022
Q1 		$1.18M Sell
22,780
-69,866
-75% -$3.68M 0.1% 132
2021
Q4 		$4.99M Sell
92,646
-29,438
-24% -$1.59M 0.41% 63
2021
Q3 		$6.67M Buy
122,084
+55,898
+84% +$3.06M 0.55% 58
2021
Q2 		$3.63M Sell
66,186
-57,614
-47% -$3.16M 0.46% 58
2021
Q1 		$6.77M Sell
123,800
-2,095
-2% -$115K 1.06% 26
2020
Q4 		$6.95M Sell
125,895
-53
-0% -$2.91K 1.11% 24
2020
Q3 		$6.91M Sell
125,948
-1,082
-0.9% -$59.4K 2.09% 10
2020
Q2 		$6.95M Buy
127,030
+41,325
+48% +$2.23M 2.87% 4
2020
Q1 		$4.49M Buy
85,705
+8,582
+11% +$457K 3.17% 8
2019
Q4 		$4.14M Buy
+77,123
New +$4.14M 2.22% 15

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

GeoWealth Management's IGSB Position: Q3 2025 in Review

GeoWealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 2,334 shares — an estimated $123K sold.

GeoWealth Management first reported a position in IGSB in Q4 2019 and held it in 22 quarters. The position peaked at $6.95M in Q2 2020. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • GeoWealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,334 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $123K.
  • GeoWealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 22 quarters.
  • GeoWealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.95M in Q2 2020.
  • 948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.