JBA
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Johnson Bixby & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Johnson Bixby & Associates’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
2026
Q1 		$2.5M Sell
47,557
-12,867
-21% -$680K 0.31% 34
2025
Q4 		$3.2M Buy
60,424
+44,082
+270% +$2.33M 0.4% 31
2025
Q3 		$867K Buy
16,342
+11,540
+240% +$609K 0.11% 54
2025
Q2 		$253K Buy
+4,802
New +$251K 0.03% 105
2024
Q1 		– Sell
-4,150
Closed -$213K – 118
2023
Q4 		$213K Buy
+4,150
New +$208K 0.04% 103
2023
Q3 		– Sell
-4,140
Closed -$208K – 98
2023
Q2 		$208K Buy
+4,140
New +$209K 0.04% 92

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MMI
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return