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

Nalls Sherbakoff Group’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 		$6.18M Sell
116,889
-13,792
-11% -$730K 4.46% 3
2025
Q3 		$6.93M Buy
130,681
+2,693
+2% +$142K 4.68% 3
2025
Q2 		$6.75M Buy
127,988
+2,783
+2% +$145K 4.92% 3
2025
Q1 		$6.56M Buy
+125,205
New +$6.51M 5.33% 3
2023
Q4 		$6.38M Sell
124,450
-5,660
-4% -$284K 5.68% 3
2023
Q3 		$6.48M Buy
130,110
+3,487
+3% +$174K 6.31% 3
2023
Q2 		$6.37M Buy
126,623
+3,072
+2% +$155K 6.26% 3
2023
Q1 		$6.22M Buy
+123,551
New +$6.2M 6.19% 3
2018
Q4 		$5.47M Buy
+105,850
New +$5.46M 8.74% 2

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Nalls Sherbakoff Group's IGSB Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q4 2025, selling an estimated $730K and leaving 116,889 shares worth $6.18M. The position accounts for 4.46% of the portfolio, ranked #3.

Nalls Sherbakoff Group first reported a position in IGSB in Q4 2018 and has held it in 9 quarters since. The position peaked at $6.93M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Nalls Sherbakoff Group held 116,889 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.18M as of Q4 2025.
  • Nalls Sherbakoff Group sold 13,792 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $730K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.46% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #3 holding.
  • Nalls Sherbakoff Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 9 quarters since.
  • Nalls Sherbakoff Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.93M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.