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

Resurgent Financial 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	-3,966	Closed	-$205K	–	186
2024 Q4	$205K	Buy	+3,966	New	+$206K	0.12%	173
2024 Q1	–	Sell	-791	Closed	-$40.6K	–	327
2023 Q4	$40.6K	Sell	791 -83	-9%	-$4.17K	0.02%	375
2023 Q3	$43.6K	Buy	874 +48	+6%	+$2.4K	0.03%	347
2023 Q2	$41.4K	Hold	826	–	–	0.03%	361
2023 Q1	$41.7K	Buy	+826	New	+$41.5K	0.03%	360

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

Resurgent Financial Advisors's IGSB Position: Q1 2025 in Review

Resurgent Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 3,966 shares — an estimated $205K sold.

Resurgent Financial Advisors first reported a position in IGSB in Q1 2023 and held it in 5 quarters. The position peaked at $205K in Q4 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Resurgent Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 3,966 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $205K.
Resurgent Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Resurgent Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $205K in Q4 2024.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.