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Lee, Danner & Bass’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lee, Danner & Bass’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
-2,000
Closed -$103K – 458
2024
Q4 		$103K Buy
+2,000
New +$104K 0.01% 266

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

Lee, Danner & Bass's IGSB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 2,000 shares — an estimated $103K sold.

Lee, Danner & Bass first reported a position in IGSB in Q4 2024 and held it in 1 quarter. The position peaked at $103K in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $103K.
  • Lee, Danner & Bass first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $103K 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 Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.