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

Proficio Capital 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 Q2	–	Sell	-16,090	Closed	-$843K	–	454
2025 Q1	$843K	Buy	+16,090	New	+$836K	0.07%	142
2022 Q1	–	Sell	-256,846	Closed	-$13.8M	–	310
2021 Q4	$13.8M	Buy	+256,846	New	+$13.9M	1.93%	15
2020 Q3	–	Sell	-5,150	Closed	-$282K	–	183
2020 Q2	$282K	Hold	5,150	–	–	0.06%	131
2020 Q1	$270K	Sell	5,150 -943	-15%	-$50.2K	0.07%	120
2019 Q4	$327K	Sell	6,093 -922	-13%	-$49.4K	0.09%	99
2019 Q3	$376K	Buy	+7,015	New	+$375K	0.14%	83

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Proficio Capital Partners's IGSB Position: Q2 2025 in Review

Proficio Capital Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 16,090 shares — an estimated $843K sold.

Proficio Capital Partners first reported a position in IGSB in Q3 2019 and held it in 6 quarters. The position peaked at $13.8M in Q4 2021. 947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Proficio Capital Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Proficio Capital Partners sold 16,090 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $843K.
Proficio Capital Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Proficio Capital Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $13.8M in Q4 2021.
947 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.