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

Iron Horse 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
Q2 		$9.71K Hold
184
– – ﹤0.01% 290
2025
Q1 		$9.64K Buy
+184
New +$9.57K ﹤0.01% 278

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's IGSB Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2025 at 184 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Iron Horse Wealth Management first reported a position in IGSB in Q1 2025 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Iron Horse Wealth Management held 184 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.71K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #290 holding.
  • Iron Horse Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.