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

Money Design’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 		$66.8M Buy
1,266,732
+597,669
+89% +$31.2M 3.12% 11
2025
Q1 		$35M Sell
669,063
-559,200
-46% -$29.1M 1.75% 14
2024
Q4 		$63.5M Buy
1,228,263
+64,258
+6% +$3.34M 3.26% 9
2024
Q3 		$61.3M Buy
1,164,005
+55,016
+5% +$2.86M 3.05% 11
2024
Q2 		$56.8M Buy
1,108,989
+41,461
+4% +$2.12M 3.06% 11
2024
Q1 		$54.7M Sell
1,067,528
-413,739
-28% -$21.2M 2.98% 11
2023
Q4 		$76M Sell
1,481,267
-431,757
-23% -$21.7M 4.29% 6
2023
Q3 		$95.3M Buy
1,913,024
+167,741
+10% +$8.39M 5.79% 3
2023
Q2 		$87.6M Buy
1,745,283
+144,927
+9% +$7.3M 5.18% 3
2023
Q1 		$80.9M Buy
1,600,356
+121,713
+8% +$6.11M 4.77% 3
2022
Q4 		$73.7M Buy
1,478,643
+90,203
+6% +$4.47M 4.61% 2
2022
Q3 		$68.4M Buy
1,388,440
+197,433
+17% +$9.96M 4.84% 2
2022
Q2 		$60.2M Buy
1,191,007
+293,824
+33% +$15M 4.51% 5
2022
Q1 		$46.4M Buy
897,183
+94,089
+12% +$4.96M 3.14% 10
2021
Q4 		$43.3M Buy
803,094
+88,428
+12% +$4.79M 2.93% 10
2021
Q3 		$39M Buy
714,666
+255,624
+56% +$14M 3.23% 10
2021
Q2 		$25.2M Buy
459,042
+58,655
+15% +$3.21M 2.6% 16
2021
Q1 		$21.9M Buy
400,387
+83,292
+26% +$4.57M 2.55% 16
2020
Q4 		$17.5M Buy
317,095
+169,733
+115% +$9.33M 2% 20
2020
Q3 		$8.09M Buy
+147,362
New +$8.09M 0.97% 32
2020
Q2 		– Sell
-233,307
Closed -$12.2M – 66
2020
Q1 		$12.2M Buy
233,307
+11,312
+5% +$602K 2.16% 17
2019
Q4 		$11.9M Buy
221,995
+32,775
+17% +$1.76M 2.11% 17
2019
Q3 		$10.2M Buy
189,220
+26,750
+16% +$1.43M 2.14% 18
2019
Q2 		$8.68M Buy
162,470
+14,263
+10% +$754K 2.07% 18
2019
Q1 		$7.83M Buy
+148,207
New +$7.74M 2.08% 21

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Design's IGSB Position: Q2 2025 in Review

Money Design increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 89% in Q2 2025, buying an estimated $31.2M and bringing the position to 1,266,732 shares worth $66.8M. The position accounts for 3.12% of the portfolio, ranked #11.

Money Design first reported a position in IGSB in Q1 2019 and has held it in 25 quarters since. The position peaked at $95.3M in Q3 2023. 945 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Money Design held 1,266,732 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $66.8M as of Q2 2025.
  • Money Design bought 597,669 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $31.2M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.12% of Money Design's portfolio in Q2 2025, its #11 holding.
  • Money Design first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Money Design's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $95.3M in Q3 2023.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.