JSL
IGSB icon

JT Stratford LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

JT Stratford LLC’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
-102,236
Closed -$5.39M – 319
2025
Q2 		$5.39M Buy
102,236
+6,315
+7% +$330K 0.82% 24
2025
Q1 		$5.02M Buy
95,921
+5,435
+6% +$283K 0.89% 20
2024
Q4 		$4.68M Buy
90,486
+39,157
+76% +$2.04M 0.77% 25
2024
Q3 		$2.7M Buy
51,329
+2,260
+5% +$118K 0.46% 43
2024
Q2 		$2.51M Buy
49,069
+421
+0.9% +$21.5K 0.47% 44
2024
Q1 		$2.49M Buy
48,648
+2,880
+6% +$147K 0.5% 39
2023
Q4 		$2.35M Sell
45,768
-389
-0.8% -$19.5K 0.54% 42
2023
Q3 		$2.3M Sell
46,157
-371
-0.8% -$18.6K 0.59% 36
2023
Q2 		$2.33M Buy
46,528
+471
+1% +$23.7K 0.63% 38
2023
Q1 		$2.33M Buy
46,057
+9,380
+26% +$471K 0.67% 34
2022
Q4 		$1.83M Buy
36,677
+23,835
+186% +$1.18M 0.58% 39
2022
Q3 		$633K Buy
12,842
+1,541
+14% +$77.8K 0.23% 92
2022
Q2 		$571K Buy
11,301
+1,470
+15% +$74.8K 0.18% 105
2022
Q1 		$508K Buy
9,831
+50
+0.5% +$2.64K 0.15% 121
2021
Q4 		$527K Buy
9,781
+10
+0.1% +$541 0.14% 129
2021
Q3 		$534K Buy
9,771
+1,658
+20% +$90.8K 0.16% 116
2021
Q2 		$445K Buy
8,113
+253
+3% +$13.9K 0.14% 133
2021
Q1 		$430K Sell
7,860
-2,172
-22% -$119K 0.15% 128
2020
Q4 		$553K Sell
10,032
-328
-3% -$18K 0.21% 95
2020
Q3 		$569K Sell
10,360
-19
-0.2% -$1.04K 0.25% 84
2020
Q2 		$568K Buy
+10,379
New +$559K 0.29% 87
2017
Q1 		– Sell
-5,554
Closed -$291K – 113
2016
Q4 		$291K Buy
+5,554
New +$292K 0.24% 89

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

JT Stratford LLC's IGSB Position: Q3 2025 in Review

JT Stratford LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 102,236 shares — an estimated $5.39M sold.

JT Stratford LLC first reported a position in IGSB in Q4 2016 and held it in 22 quarters. The position peaked at $5.39M in Q2 2025. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • JT Stratford LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 102,236 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $5.39M.
  • JT Stratford LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 22 quarters.
  • JT Stratford LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.39M 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 JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.