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

HeadInvest LLC’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
2026
Q1 		$435K Buy
8,271
+1,250
+18% +$66.1K 0.09% 160
2025
Q4 		$371K Buy
+7,021
New +$372K 0.07% 169
2023
Q4 		– Sell
-673
Closed -$33.4K – 440
2023
Q3 		$33.4K Buy
+673
New +$33.7K 0.01% 396
2019
Q3 		– Sell
-8,140
Closed -$435K – 196
2019
Q2 		$435K Hold
8,140
– – 0.12% 115
2019
Q1 		$430K Sell
8,140
-8,140
-50% -$425K 0.12% 116
2018
Q4 		$841K Buy
16,280
+9,270
+132% +$478K 0.13% 110
2018
Q3 		$363K Buy
+7,010
New +$363K 0.1% 126

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return