McClarren Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-157	Closed	-$76K	–	182
2025 Q1	$76K	Buy	+157	New	+$8.16K	0.05%	118
2024 Q4	–	Sell	-157	Closed	-$33	–	252
2024 Q3	$33	Buy	+157	New	+$8.17K	﹤0.01%	142
2023 Q2	–	Sell	-215	Closed	-$10K	–	397
2023 Q1	$10K	Hold	215	–	–	0.01%	241
2022 Q4	$10K	Buy	+215	New	+$10.6K	0.01%	247

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 $5.72T AUM 30.48% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

McClarren Financial Advisors's IGSB Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 157 shares — an estimated $76K sold.

McClarren Financial Advisors first reported a position in IGSB in Q4 2022 and held it in 4 quarters. The position peaked at $76K in Q1 2025. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 157 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $76K.
McClarren Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
McClarren Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $76K in Q1 2025.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.