Howard Bailey Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Howard Bailey Securities’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	–	Sell	-9,707	Closed	-$515K	–	151
2025 Q3	$515K	Buy	9,707 +842	+9%	+$44.4K	0.15%	77
2025 Q2	$468K	Buy	8,865 +482	+6%	+$25.2K	0.14%	82
2025 Q1	$439K	Buy	8,383 +2,336	+39%	+$121K	0.15%	85
2024 Q4	$313K	Buy	6,047 +127	+2%	+$6.6K	0.12%	115
2024 Q3	$312K	Buy	+5,920	New	+$308K	0.12%	112

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Howard Bailey Securities's IGSB Position: Q4 2025 in Review

Howard Bailey Securities sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 9,707 shares — an estimated $515K sold.

Howard Bailey Securities first reported a position in IGSB in Q3 2024 and held it in 5 quarters. The position peaked at $515K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Howard Bailey Securities reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Howard Bailey Securities sold 9,707 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $515K.
Howard Bailey Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Howard Bailey Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $515K in Q3 2025.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Howard Bailey Securities's 13F filing for Q4 2025, filed 11 Feb 2026.