Laird Norton Wetherby Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Laird Norton Wetherby 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 Q3	$239K	Hold	4,508	–	–	0.01%	824
2025 Q2	$238K	Buy	+4,508	New	+$236K	0.01%	813
2024 Q4	$233K	Hold	4,508	–	–	0.01%	786
2024 Q3	$237K	Hold	4,508	–	–	0.01%	809
2024 Q2	$231K	Hold	4,508	–	–	0.01%	797
2024 Q1	$231K	Hold	4,508	–	–	0.01%	830
2023 Q4	$231K	Hold	4,508	–	–	0.01%	812
2023 Q3	$225K	Hold	4,508	–	–	0.01%	785
2023 Q2	$226K	Hold	4,508	–	–	0.01%	807
2023 Q1	$228K	Hold	4,508	–	–	0.01%	786
2022 Q4	$225K	Hold	4,508	–	–	0.01%	765
2022 Q3	$222K	Buy	4,508 +428	+10%	+$21.6K	0.02%	772
2022 Q2	$206K	Hold	4,080	–	–	0.01%	806
2022 Q1	$211K	Hold	4,080	–	–	0.01%	842
2021 Q4	$220K	Sell	4,080 -180	-4%	-$9.75K	0.01%	829
2021 Q3	$233K	Hold	4,260	–	–	0.01%	805
2021 Q2	$233K	Buy	+4,260	New	+$233K	0.01%	807
2019 Q2	–	Sell	-22,476	Closed	-$1.19M	–	689
2019 Q1	$1.19M	Buy	+22,476	New	+$1.17M	0.15%	146

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

Laird Norton Wetherby Wealth Management's IGSB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2025 at 4,508 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #824.

Laird Norton Wetherby Wealth Management first reported a position in IGSB in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.19M in Q1 2019. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Laird Norton Wetherby Wealth Management held 4,508 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $239K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #824 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.19M in Q1 2019.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.