Pacific Capital Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-1,148	Closed	-$59.4K	–	213
2024 Q4	$59.4K	Buy	+1,148	New	+$59.7K	0.01%	136
2023 Q4	–	Sell	-6,138	Closed	-$306K	–	347
2023 Q3	$306K	Hold	6,138	–	–	0.09%	56
2023 Q2	$308K	Sell	6,138 -7,242	-54%	-$365K	0.08%	54
2023 Q1	$676K	Hold	13,380	–	–	0.17%	50
2022 Q4	$667K	Buy	+13,380	New	+$662K	0.17%	56

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

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

MMI

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Pacific Capital Wealth Advisors's IGSB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 1,148 shares — an estimated $59.4K sold.

Pacific Capital Wealth Advisors first reported a position in IGSB in Q4 2022 and held it in 5 quarters. The position peaked at $676K in Q1 2023. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,148 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $59.4K.
Pacific Capital Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Pacific Capital Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $676K in Q1 2023.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.