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

MeadowBrook Investment 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	-110	Closed	-$5.78K	–	260
2025 Q1	$5.78K	Hold	110	–	–	0.01%	273
2024 Q4	$5.67K	Sell	110 -254	-70%	-$13.2K	0.01%	275
2024 Q3	$19.2K	Hold	364	–	–	0.02%	220
2024 Q2	$18.7K	Hold	364	–	–	0.02%	214
2024 Q1	$18.7K	Hold	364	–	–	0.02%	217
2023 Q4	$18.7K	Buy	+364	New	+$18.3K	0.02%	221

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

MeadowBrook Investment Advisors's IGSB Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 110 shares — an estimated $5.78K sold.

MeadowBrook Investment Advisors first reported a position in IGSB in Q4 2023 and held it in 6 quarters. The position peaked at $19.2K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 110 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $5.78K.
MeadowBrook Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $19.2K in Q3 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.