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

My Legacy 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	$1.51M	Sell	28,731 -10,887	-27%	-$569K	0.54%	49
2025 Q1	$2.07M	Sell	39,618 -4,981	-11%	-$259K	0.8%	32
2024 Q4	$2.31M	Buy	44,599 +22,106	+98%	+$1.15M	0.9%	28
2024 Q3	$1.18M	Buy	22,493 +2,617	+13%	+$136K	0.47%	54
2024 Q2	$1.02M	Buy	19,876 +5,868	+42%	+$299K	0.33%	84
2024 Q1	$718K	Sell	14,008 -1,663	-11%	-$85.1K	0.24%	122
2023 Q4	$804K	Sell	15,671 -2,275	-13%	-$114K	0.29%	103
2023 Q3	$887K	Sell	17,946 -2,007	-10%	-$100K	0.36%	83
2023 Q2	$1.01M	Sell	19,953 -1,351	-6%	-$68.1K	0.4%	75
2023 Q1	$1.08M	Sell	21,304 -1,716	-7%	-$86.2K	0.46%	72
2022 Q4	$1.16M	Sell	23,020 -1,274	-5%	-$63.1K	0.5%	62
2022 Q3	$1.19M	Buy	+24,294	New	+$1.23M	0.6%	42

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

My Legacy Advisors's IGSB Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 27% in Q2 2025, selling an estimated $569K and leaving 28,731 shares worth $1.51M. The position accounts for 0.54% of the portfolio, ranked #49.

My Legacy Advisors first reported a position in IGSB in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.31M in Q4 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

My Legacy Advisors held 28,731 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.51M as of Q2 2025.
My Legacy Advisors sold 10,887 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $569K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.54% of My Legacy Advisors's portfolio in Q2 2025, its #49 holding.
My Legacy Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
My Legacy Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.31M in Q4 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.