Northwest Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Northwest Capital Management’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	–	Sell	-30	Closed	-$1.59K	–	152
2025 Q3	$1.59K	Sell	30 -13	-30%	-$686	﹤0.01%	236
2025 Q2	$2.27K	Sell	43 -46	-52%	-$2.4K	﹤0.01%	318
2025 Q1	$4.66K	Hold	89	–	–	﹤0.01%	349
2024 Q4	$4.6K	Hold	89	–	–	﹤0.01%	346
2024 Q3	$4.69K	Hold	89	–	–	﹤0.01%	361
2024 Q2	$4.56K	Sell	89 -424	-83%	-$21.6K	﹤0.01%	359
2024 Q1	$26.3K	Sell	513 -41	-7%	-$2.1K	0.01%	283
2023 Q4	$28.4K	Hold	554	–	–	0.01%	268
2023 Q3	$27.6K	Sell	554 -16	-3%	-$801	0.01%	251
2023 Q2	$28.6K	Buy	+570	New	+$28.7K	0.01%	256

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Northwest Capital Management's IGSB Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 30 shares — an estimated $1.59K sold.

Northwest Capital Management first reported a position in IGSB in Q2 2023 and held it in 10 quarters. The position peaked at $28.6K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Northwest Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 30 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.59K.
Northwest Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $28.6K in Q2 2023.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.