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

Private Wealth Group’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	-4,910	Closed	-$254K	–	61
2024 Q4	$254K	Hold	4,910	–	–	0.12%	61
2024 Q3	$259K	Hold	4,910	–	–	0.13%	55
2024 Q2	$252K	Hold	4,910	–	–	0.13%	57
2024 Q1	$252K	Hold	4,910	–	–	0.13%	58
2023 Q4	$252K	Hold	4,910	–	–	0.14%	52
2023 Q3	$245K	Hold	4,910	–	–	0.16%	50
2023 Q2	$246K	Hold	4,910	–	–	0.25%	48
2023 Q1	$248K	Sell	4,910 -1,147	-19%	-$57.6K	0.34%	46
2022 Q4	$302K	Buy	6,057 +1,147	+23%	+$56.8K	0.43%	40
2022 Q3	$242K	Hold	4,910	–	–	0.38%	38
2022 Q2	$248K	Sell	4,910 -5,897	-55%	-$300K	0.31%	37
2022 Q1	$559K	Hold	10,807	–	–	0.41%	32
2021 Q4	$582K	Sell	10,807 -5,520	-34%	-$299K	0.39%	32
2021 Q3	$892K	Hold	16,327	–	–	0.59%	29
2021 Q2	$895K	Hold	16,327	–	–	0.59%	28
2021 Q1	$893K	Buy	+16,327	New	+$897K	0.64%	25

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

Private Wealth Group's IGSB Position: Q1 2025 in Review

Private Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 4,910 shares — an estimated $254K sold.

Private Wealth Group first reported a position in IGSB in Q1 2021 and held it in 16 quarters. The position peaked at $895K in Q2 2021. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Private Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Group sold 4,910 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $254K.
Private Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 16 quarters.
Private Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $895K in Q2 2021.
943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.