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Harel Insurance Investments & Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Harel Insurance Investments & Financial Services’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
-97
Closed -$5K – 463
2025
Q1 		$5K Buy
+97
New +$5.04K ﹤0.01% 460
2024
Q4 		– Hold
0
– – – 453
2024
Q3 		– Hold
0
– – – 477
2020
Q1 		– Sell
-37,987
Closed -$2.04M – 483
2019
Q4 		$2.04M Buy
37,987
+1,505
+4% +$80.7K 0.09% 70
2019
Q3 		$1.96M Buy
+36,482
New +$1.95M 0.13% 56
2018
Q3 		– Sell
-1,192
Closed -$62K – 499
2018
Q2 		$62K Sell
1,192
-9,824
-89% -$509K ﹤0.01% 288
2018
Q1 		$571K Buy
11,016
+566
+5% +$29.4K 0.03% 133
2017
Q4 		$546K Buy
10,450
+9,258
+777% +$486K 0.03% 124
2017
Q3 		$63K Sell
1,192
-9,160
-88% -$483K 0.01% 273
2017
Q2 		$545K Buy
10,352
+10,074
+3,624% +$530K 0.04% 98
2017
Q1 		$15K Buy
+278
New +$14.6K ﹤0.01% 354
2016
Q4 		– Hold
0
– – – 72
2016
Q3 		– Hold
0
– – – 75
2016
Q2 		– Hold
0
– – – 78
2016
Q1 		– Hold
0
– – – 75

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harel Insurance Investments & Financial Services's IGSB Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 97 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in IGSB in Q1 2017 and held it in 9 quarters. The position peaked at $2.04M in Q4 2019. 946 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 97 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 9 quarters.
  • Harel Insurance Investments & Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.04M in Q4 2019.
  • 946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.