Precision Wealth Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Precision Wealth Strategies’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	-3,863	Closed	-$205K	–	171
2025 Q3	$205K	Sell	3,863 -313	-7%	-$16.5K	0.07%	158
2025 Q2	$220K	Buy	+4,176	New	+$218K	0.07%	162
2023 Q4	–	Sell	-67,146	Closed	-$3.35M	–	98
2023 Q3	$3.35M	Buy	67,146 +53,093	+378%	+$2.66M	3.63%	8
2023 Q2	$705K	Buy	+14,053	New	+$708K	1.15%	18

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

Precision Wealth Strategies's IGSB Position: Q4 2025 in Review

Precision Wealth Strategies sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 3,863 shares — an estimated $205K sold.

Precision Wealth Strategies first reported a position in IGSB in Q2 2023 and held it in 4 quarters. The position peaked at $3.35M in Q3 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Precision Wealth Strategies reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Precision Wealth Strategies sold 3,863 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $205K.
Precision Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Precision Wealth Strategies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.35M in Q3 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 Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.