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

Integrity Financial’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	–	Sell	-120	Closed	-$6.33K	–	302
2025 Q2	$6.33K	Hold	120	–	–	﹤0.01%	252
2025 Q1	$6.28K	Buy	+120	New	+$6.24K	﹤0.01%	236
2023 Q4	–	Sell	-50	Closed	-$2.49K	–	211
2023 Q3	$2.49K	Hold	50	–	–	﹤0.01%	208
2023 Q2	$2.51K	Hold	50	–	–	﹤0.01%	190
2023 Q1	$2.53K	Hold	50	–	–	﹤0.01%	193
2022 Q4	$2.49K	Hold	50	–	–	﹤0.01%	190
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	187
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	188
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	194
2021 Q4	$3K	Buy	+50	New	+$2.71K	﹤0.01%	197

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

Integrity Financial's IGSB Position: Q3 2025 in Review

Integrity Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 120 shares — an estimated $6.33K sold.

Integrity Financial first reported a position in IGSB in Q4 2021 and held it in 10 quarters. The position peaked at $6.33K in Q2 2025. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Integrity Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Integrity Financial sold 120 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $6.33K.
Integrity Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Integrity Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.33K in Q2 2025.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Integrity Financial's 13F filing for Q3 2025, filed 6 Nov 2025.