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

NorthRock Partners’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	–	Sell	-3,123	Closed	-$164K	–	800
2025 Q1	$164K	Sell	3,123 -192	-6%	-$9.98K	0.01%	586
2024 Q4	$171K	Sell	3,315 -146	-4%	-$7.59K	0.01%	578
2024 Q3	$182K	Sell	3,461 -2,099	-38%	-$109K	0.01%	611
2024 Q2	$285K	Sell	5,560 -5,567	-50%	-$284K	0.01%	491
2024 Q1	$571K	Sell	11,127 -5,876	-35%	-$301K	0.02%	324
2023 Q4	$872K	Buy	+17,003	New	+$854K	0.04%	214

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

NorthRock Partners's IGSB Position: Q2 2025 in Review

NorthRock Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 3,123 shares — an estimated $164K sold.

NorthRock Partners first reported a position in IGSB in Q4 2023 and held it in 6 quarters. The position peaked at $872K in Q4 2023. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

NorthRock Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 3,123 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $164K.
NorthRock Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $872K in Q4 2023.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.