Lindbrook Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lindbrook Capital’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	$20.9K	Sell	400 -1,275	-76%	-$66.3K	﹤0.01%	1326
2024 Q4	$86.6K	Buy	+1,675	New	+$87.1K	0.01%	601
2024 Q1	–	Sell	-120	Closed	-$6.15K	–	2701
2023 Q4	$6.15K	Buy	+120	New	+$6.03K	﹤0.01%	1774
2022 Q1	–	Sell	-9,727	Closed	-$524K	–	2545
2021 Q4	$524K	Hold	9,727	–	–	0.08%	159
2021 Q3	$531K	Sell	9,727 -31,048	-76%	-$1.7M	0.14%	62
2021 Q2	$2.23M	Hold	40,775	–	–	0.5%	25
2021 Q1	$2.23M	Hold	40,775	–	–	0.5%	26
2020 Q4	$2.25M	Hold	40,775	–	–	0.55%	24
2020 Q3	$2.24M	Buy	40,775 +5,090	+14%	+$280K	0.62%	21
2020 Q2	$1.95M	Hold	35,685	–	–	0.58%	22
2020 Q1	$1.87M	Buy	+35,685	New	+$1.9M	0.71%	20

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $5.29B AUM 8.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Lindbrook Capital's IGSB Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 76% in Q1 2025, selling an estimated $66.3K and leaving 400 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Lindbrook Capital first reported a position in IGSB in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.25M in Q4 2020. 944 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Lindbrook Capital held 400 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $20.9K as of Q1 2025.
Lindbrook Capital sold 1,275 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $66.3K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1326 holding.
Lindbrook Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Lindbrook Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.25M in Q4 2020.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.