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Howe & Rusling’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Howe & Rusling’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
-731
Closed -$38.3K – 483
2025
Q1 		$38.3K Buy
+731
New +$38K ﹤0.01% 332
2024
Q2 		– Sell
-1,489
Closed -$76.4K – 377
2024
Q1 		$76.4K Buy
1,489
+224
+18% +$11.5K 0.01% 278
2023
Q4 		$64.9K Buy
1,265
+615
+95% +$30.9K 0.01% 270
2023
Q3 		$32.4K Hold
650
– – ﹤0.01% 273
2023
Q2 		$32.6K Buy
650
+449
+223% +$22.6K ﹤0.01% 271
2023
Q1 		$10.2K Sell
201
-199
-50% -$9.99K ﹤0.01% 284
2022
Q4 		$19.9K Buy
+400
New +$19.8K ﹤0.01% 266
2021
Q1 		– Sell
-384
Closed -$21K – 981
2020
Q4 		$21K Buy
+384
New +$21.1K ﹤0.01% 377
2016
Q3 		– Sell
-2,338
Closed -$124K – 1077
2016
Q2 		$124K Sell
2,338
-166
-7% -$8.76K 0.03% 172
2016
Q1 		$132K Buy
+2,504
New +$131K 0.03% 174
2015
Q1 		– Sell
-400
Closed -$21K – 954
2014
Q4 		$21K Buy
+400
New +$21.1K 0.01% 388
2014
Q2 		– Sell
-1,556
Closed -$82K – 877
2014
Q1 		$82K Buy
1,556
+1,520
+4,222% +$80.2K 0.02% 239
2013
Q4 		$2K Hold
36
– – ﹤0.01% 687
2013
Q3 		$2K Hold
36
– – ﹤0.01% 787
2013
Q2 		$2K Buy
+36
New +$1.9K ﹤0.01% 810

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Howe & Rusling's IGSB Position: Q2 2025 in Review

Howe & Rusling sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 731 shares — an estimated $38.3K sold.

Howe & Rusling first reported a position in IGSB in Q2 2013 and held it in 15 quarters. The position peaked at $132K in Q1 2016. 947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Howe & Rusling reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Howe & Rusling sold 731 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $38.3K.
  • Howe & Rusling first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
  • Howe & Rusling's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $132K in Q1 2016.
  • 947 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Howe & Rusling's 13F filing for Q2 2025, filed 12 Aug 2025.