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Guardian Wealth Advisors (Minnesota)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
-4,139
Closed -$218K – 77
2025
Q2 		$218K Sell
4,139
-320
-7% -$16.7K 0.13% 68
2025
Q1 		$234K Sell
4,459
-379
-8% -$19.7K 0.15% 67
2024
Q4 		$250K Sell
4,838
-250
-5% -$13K 0.16% 62
2024
Q3 		$268K Sell
5,088
-178
-3% -$9.26K 0.17% 67
2024
Q2 		$270K Sell
5,266
-398
-7% -$20.3K 0.18% 63
2024
Q1 		$290K Sell
5,664
-281
-5% -$14.4K 0.19% 63
2023
Q4 		$305K Sell
5,945
-441
-7% -$22.1K 0.21% 57
2023
Q3 		$318K Sell
6,386
-593
-8% -$29.7K 0.24% 50
2023
Q2 		$350K Sell
6,979
-793
-10% -$40K 0.26% 51
2023
Q1 		$393K Sell
7,772
-1,484
-16% -$74.5K 0.31% 46
2022
Q4 		$461K Sell
9,256
-3,835
-29% -$190K 0.41% 42
2022
Q3 		$645K Sell
13,091
-572
-4% -$28.9K 0.63% 25
2022
Q2 		$691K Sell
13,663
-4,733
-26% -$241K 0.64% 23
2022
Q1 		$951K Sell
18,396
-891
-5% -$47K 0.78% 21
2021
Q4 		$1.04M Sell
19,287
-1,440
-7% -$78K 0.83% 19
2021
Q3 		$1.13M Sell
20,727
-876
-4% -$48K 1.01% 17
2021
Q2 		$1.18M Sell
21,603
-505
-2% -$27.7K 1.02% 17
2021
Q1 		$1.21M Buy
22,108
+437
+2% +$24K 1.12% 17
2020
Q4 		$1.2M Buy
+21,671
New +$1.19M 1.19% 16

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

Guardian Wealth Advisors (Minnesota)'s IGSB Position: Q3 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 4,139 shares — an estimated $218K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in IGSB in Q4 2020 and held it in 19 quarters. The position peaked at $1.21M in Q1 2021. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 4,139 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $218K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Guardian Wealth Advisors (Minnesota)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.21M in Q1 2021.
  • 948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2025, filed 30 Oct 2025.