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MJT & Associates Financial Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

MJT & Associates Financial Advisory’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
Q4 		– Sell
-73
Closed -$3.87K – 464
2025
Q3 		$3.87K Sell
73
-11
-13% -$581 ﹤0.01% 331
2025
Q2 		$4.43K Hold
84
– – 0.01% 323
2025
Q1 		$4.4K Buy
+84
New +$4.37K ﹤0.01% 317

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's IGSB Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 73 shares — an estimated $3.87K sold.

MJT & Associates Financial Advisory first reported a position in IGSB in Q1 2025 and held it in 3 quarters. The position peaked at $4.43K in Q2 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 73 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $3.87K.
  • MJT & Associates Financial Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.43K in Q2 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.