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Kraft Davis & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kraft Davis & 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
2025
Q1 		– Sell
-5,366
Closed -$278K – 133
2024
Q4 		$278K Buy
5,366
+27
+0.5% +$1.4K 0.08% 110
2024
Q3 		$277K Buy
+5,339
New +$278K 0.08% 111

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Kraft Davis & Associates's IGSB Position: Q1 2025 in Review

Kraft Davis & Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 5,366 shares — an estimated $278K sold.

Kraft Davis & Associates first reported a position in IGSB in Q3 2024 and held it in 2 quarters. The position peaked at $278K in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Kraft Davis & Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 5,366 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $278K.
  • Kraft Davis & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $278K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Kraft Davis & Associates's 13F filing for Q1 2025, filed 24 Apr 2025.