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

Hemington Wealth 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	$211K	Buy	3,984 +19	+0.5%	+$1K	0.03%	142
2025 Q2	$209K	Buy	3,965 +27	+0.7%	+$1.41K	0.03%	130
2025 Q1	$206K	Buy	3,938 +17	+0.4%	+$884	0.03%	124
2024 Q4	$202K	Buy	3,921 +26	+0.7%	+$1.35K	0.05%	120
2024 Q3	$202K	Buy	+3,895	New	+$203K	0.05%	119
2023 Q4	–	Sell	-5,436	Closed	-$270K	–	110
2023 Q3	$270K	Buy	+5,436	New	+$272K	0.13%	80
2022 Q3	–	Sell	-20,195	Closed	-$1.02M	–	97
2022 Q2	$1.02M	Sell	20,195 -23,861	-54%	-$1.21M	0.41%	33
2022 Q1	$2.28M	Buy	44,056 +39,341	+834%	+$2.07M	0.77%	19
2021 Q4	$260K	Sell	4,715 -59	-1%	-$3.19K	0.12%	73
2021 Q3	$261K	Buy	+4,774	New	+$261K	0.1%	84
2021 Q2	–	Sell	-4,725	Closed	-$258K	–	92
2021 Q1	$258K	Buy	4,725 +10	+0.2%	+$549	0.11%	77
2020 Q4	$260K	Buy	+4,715	New	+$259K	0.12%	73

Other funds holding IGSB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Hemington Wealth Management's IGSB Position: Q3 2025 in Review

Hemington Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.48% in Q3 2025, buying an estimated $1K and bringing the position to 3,984 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #142.

Hemington Wealth Management first reported a position in IGSB in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.28M in Q1 2022. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Hemington Wealth Management held 3,984 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $211K as of Q3 2025.
Hemington Wealth Management bought 19 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #142 holding.
Hemington Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Hemington Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.28M in Q1 2022.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.