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

Moneta Group 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 Q3	–	Sell	-3,954	Closed	-$209K	–	802
2025 Q2	$209K	Buy	+3,954	New	+$207K	﹤0.01%	665
2021 Q1	–	Sell	-6,797	Closed	-$375K	–	426
2020 Q4	$375K	Sell	6,797 -15,057	-69%	-$828K	0.03%	228
2020 Q3	$1.2M	Sell	21,854 -14,629	-40%	-$803K	0.1%	112
2020 Q2	$2M	Sell	36,483 -13,001	-26%	-$700K	0.19%	87
2020 Q1	$2.59M	Sell	49,484 -358	-0.7%	-$19.1K	0.27%	68
2019 Q4	$2.67M	Hold	49,842	–	–	0.22%	70
2019 Q3	$2.67M	Buy	+49,842	New	+$2.67M	0.25%	72

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Moneta Group Investment Advisors's IGSB Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 3,954 shares — an estimated $209K sold.

Moneta Group Investment Advisors first reported a position in IGSB in Q3 2019 and held it in 7 quarters. The position peaked at $2.67M in Q3 2019. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Moneta Group Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,954 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $209K.
Moneta Group Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Moneta Group Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.67M in Q3 2019.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.