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Global Retirement Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Global Retirement Partners’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 		$7.97M Buy
150,664
+45,486
+43% +$2.41M 0.14% 136
2025
Q3 		$5.58M Buy
105,178
+16,377
+18% +$864K 0.12% 150
2025
Q2 		$4.69M Buy
+88,801
New +$4.64M 0.12% 166
2024
Q4 		$1.8M Sell
34,736
-7,187
-17% -$374K 0.05% 321
2024
Q3 		$2.21M Buy
41,923
+4,619
+12% +$240K 0.07% 269
2024
Q2 		$1.91M Buy
37,304
+26,645
+250% +$1.36M 0.06% 281
2024
Q1 		$547K Sell
10,659
-1,926
-15% -$98.5K 0.02% 514
2023
Q4 		$646K Sell
12,585
-1,615
-11% -$81.1K 0.03% 433
2023
Q3 		$704K Sell
14,200
-6,967
-33% -$349K 0.04% 365
2023
Q2 		$1.06M Sell
21,167
-1,133
-5% -$57.1K 0.05% 306
2023
Q1 		$1.13M Buy
22,300
+11,562
+108% +$580K 0.06% 283
2022
Q4 		$535K Sell
10,738
-169
-2% -$8.37K 0.04% 364
2022
Q3 		$535K Buy
10,907
+1,063
+11% +$53.6K 0.04% 349
2022
Q2 		$498K Buy
9,844
+630
+7% +$32.1K 0.04% 356
2022
Q1 		$471K Buy
+9,214
New +$486K 0.04% 366
2021
Q4 		– Sell
-10,918
Closed -$597K – 967
2021
Q3 		$597K Sell
10,918
-3,816
-26% -$209K 0.06% 271
2021
Q2 		$808K Buy
14,734
+560
+4% +$30.7K 0.08% 216
2021
Q1 		$775K Buy
14,174
+479
+3% +$26.3K 0.09% 199
2020
Q4 		$756K Buy
13,695
+3,808
+39% +$209K 0.09% 188
2020
Q3 		$543K Sell
9,887
-1,034
-9% -$56.8K 0.08% 217
2020
Q2 		$597K Buy
10,921
+8,007
+275% +$431K 0.1% 195
2020
Q1 		$153K Buy
2,914
+8
+0.3% +$426 0.03% 366
2019
Q4 		$156K Buy
2,906
+62
+2% +$3.33K 0.02% 413
2019
Q3 		$153K Sell
2,844
-411
-13% -$22K 0.03% 404
2019
Q2 		$174K Buy
3,255
+70
+2% +$3.7K 0.03% 360
2019
Q1 		$168K Sell
3,185
-759
-19% -$39.6K 0.04% 325
2018
Q4 		$204K Sell
3,944
-129
-3% -$6.65K 0.05% 281
2018
Q3 		$211K Buy
4,073
+441
+12% +$22.9K 0.05% 289
2018
Q2 		$188K Hold
3,632
– – 0.05% 296
2018
Q1 		$188K Buy
3,632
+132
+4% +$6.87K 0.05% 285
2017
Q4 		$183K Buy
3,500
+1,308
+60% +$68.6K 0.05% 264
2017
Q3 		$116K Sell
2,192
-462
-17% -$24.3K 0.05% 299
2017
Q2 		$140K Sell
2,654
-776
-23% -$40.8K 0.07% 256
2017
Q1 		$180K Buy
3,430
+2,144
+167% +$113K 0.1% 194
2016
Q4 		$67K Buy
+1,286
New +$67.6K 0.05% 309

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Global Retirement Partners's IGSB Position: Q4 2025 in Review

Global Retirement Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 43% in Q4 2025, buying an estimated $2.41M and bringing the position to 150,664 shares worth $7.97M. The position accounts for 0.14% of the portfolio, ranked #136.

Global Retirement Partners first reported a position in IGSB in Q4 2016 and has held it in 35 quarters since. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Global Retirement Partners held 150,664 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.97M as of Q4 2025.
  • Global Retirement Partners bought 45,486 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.41M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Global Retirement Partners's portfolio in Q4 2025, its #136 holding.
  • Global Retirement Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.