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

Oxinas Partners Wealth 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
Q2 		– Sell
-4,501
Closed -$236K – 125
2025
Q1 		$236K Buy
4,501
+315
+8% +$16.4K 0.14% 111
2024
Q4 		$216K Sell
4,186
-888
-18% -$46.2K 0.13% 109
2024
Q3 		$267K Sell
5,074
-2,435
-32% -$127K 0.16% 98
2024
Q2 		$385K Buy
7,509
+3
+0% +$153 0.26% 78
2024
Q1 		$385K Buy
+7,506
New +$384K 0.25% 80
2023
Q4 		– Sell
-7,613
Closed -$379K – 119
2023
Q3 		$379K Sell
7,613
-75
-1% -$3.75K 0.28% 67
2023
Q2 		$386K Sell
7,688
-536
-7% -$27K 0.25% 80
2023
Q1 		$416K Buy
8,224
+228
+3% +$11.4K 0.3% 68
2022
Q4 		$398K Sell
7,996
-165
-2% -$8.17K 0.34% 61
2022
Q3 		$402K Sell
8,161
-727
-8% -$36.7K 0.33% 61
2022
Q2 		$449K Buy
8,888
+248
+3% +$12.6K 0.34% 58
2022
Q1 		$447K Sell
8,640
-2,572
-23% -$136K 0.28% 72
2021
Q4 		$604K Sell
11,212
-7,483
-40% -$405K 0.34% 71
2021
Q3 		$1.02M Buy
18,695
+1,306
+8% +$71.5K 0.59% 52
2021
Q2 		$953K Buy
17,389
+112
+0.6% +$6.14K 0.55% 58
2021
Q1 		$945K Buy
17,277
+883
+5% +$48.5K 0.6% 54
2020
Q4 		$904K Buy
+16,394
New +$901K 0.67% 45

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Oxinas Partners Wealth Management's IGSB Position: Q2 2025 in Review

Oxinas Partners Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 4,501 shares — an estimated $236K sold.

Oxinas Partners Wealth Management first reported a position in IGSB in Q4 2020 and held it in 17 quarters. The position peaked at $1.02M in Q3 2021. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Oxinas Partners Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 4,501 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $236K.
  • Oxinas Partners Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
  • Oxinas Partners Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.02M in Q3 2021.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.