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

ORG 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 Q4	$102K	Sell	1,929 -158	-8%	-$8.37K	0.02%	456
2025 Q3	$110K	Sell	2,087 -49	-2%	-$2.59K	0.02%	441
2025 Q2	$112K	Buy	2,136 +1	+0%	+$52	0.02%	412
2025 Q1	$111K	Buy	2,135 +74	+4%	+$3.85K	0.03%	367
2024 Q4	$107K	Sell	2,061 -132	-6%	-$6.86K	0.01%	413
2024 Q3	$116K	Buy	+2,193	New	+$114K	0.02%	363
2024 Q2	–	Hold	0	–	–	–	1735
2023 Q4	–	Hold	0	–	–	–	1070
2023 Q3	–	Sell	-5	Closed	-$250	–	1311
2023 Q2	$369	Buy	+5	New	+$252	﹤0.01%	1292

Other funds holding IGSB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

ORG Partners's IGSB Position: Q4 2025 in Review

ORG Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.6% in Q4 2025, selling an estimated $8.37K and leaving 1,929 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #456.

ORG Partners first reported a position in IGSB in Q2 2023 and has held it in 7 quarters since. The position peaked at $116K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

ORG Partners held 1,929 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $102K as of Q4 2025.
ORG Partners sold 158 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $8.37K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #456 holding.
ORG Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
ORG Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $116K in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.