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

Rise 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
Q4 		– Sell
-578
Closed -$30.7K – 724
2025
Q3 		$30.7K Sell
578
-18
-3% -$950 0.01% 370
2025
Q2 		$31.4K Buy
596
+30
+5% +$1.57K 0.01% 327
2025
Q1 		$29.6K Buy
566
+4
+0.7% +$208 0.01% 332
2024
Q4 		$29K Buy
562
+8
+1% +$416 0.01% 407
2024
Q3 		$29.2K Buy
+554
New +$28.8K 0.01% 432
2023
Q4 		– Sell
-485
Closed -$24.2K – 640
2023
Q3 		$24.2K Sell
485
-1,174
-71% -$58.7K 0.02% 210
2023
Q2 		$83.2K Buy
1,659
+13
+0.8% +$655 0.06% 114
2023
Q1 		$83.2K Buy
1,646
+8
+0.5% +$402 0.06% 116
2022
Q4 		$81.6K Buy
1,638
+14
+0.9% +$693 0.07% 118
2022
Q3 		$80K Sell
1,624
-141
-8% -$7.12K 0.07% 111
2022
Q2 		$89K Buy
1,765
+52
+3% +$2.65K 0.09% 103
2022
Q1 		$89K Sell
1,713
-187
-10% -$9.86K 0.08% 108
2021
Q4 		$102K Buy
+1,900
New +$103K 0.1% 97

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Rise Advisors's IGSB Position: Q4 2025 in Review

Rise Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 578 shares — an estimated $30.7K sold.

Rise Advisors first reported a position in IGSB in Q4 2021 and held it in 13 quarters. The position peaked at $102K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Rise Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 578 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $30.7K.
  • Rise Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $102K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.