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

Realta Investment 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	-57	Closed	-$2.93K	–	340
2024 Q4	$2.93K	Sell	57 -390	-87%	-$20.3K	﹤0.01%	322
2024 Q3	$23.3K	Sell	447 -992	-69%	-$51.6K	0.01%	268
2024 Q2	$73.7K	Sell	1,439 -269	-16%	-$13.7K	0.01%	497
2024 Q1	$87.6K	Buy	+1,708	New	+$87.4K	0.02%	490
2023 Q4	–	Sell	-1,272	Closed	-$63.8K	–	589
2023 Q3	$63.8K	Hold	1,272	–	–	0.01%	512
2023 Q2	$63.8K	Buy	+1,272	New	+$64.1K	0.01%	541
2023 Q1	–	Sell	-1,975	Closed	-$98.4K	–	601
2022 Q4	$98.4K	Sell	1,975 -339	-15%	-$16.8K	0.02%	481
2022 Q3	$114K	Buy	+2,314	New	+$117K	0.03%	436
2020 Q1	–	Sell	-13,466	Closed	-$724K	–	813
2019 Q4	$724K	Sell	13,466 -1,311	-9%	-$70.3K	0.2%	128
2019 Q3	$793K	Sell	14,777 -4,819	-25%	-$258K	0.22%	100
2019 Q2	$1.04M	Buy	19,596 +2,385	+14%	+$126K	0.29%	70
2019 Q1	$908K	Buy	+17,211	New	+$898K	0.41%	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

Realta Investment Advisors's IGSB Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 57 shares — an estimated $2.93K sold.

Realta Investment Advisors first reported a position in IGSB in Q1 2019 and held it in 12 quarters. The position peaked at $1.04M in Q2 2019. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Realta Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 57 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.93K.
Realta Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.04M in Q2 2019.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.