RPCA
IGSB icon

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

Running Point Capital 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 		$2.23M Sell
42,255
-6,682
-14% -$354K 0.61% 36
2025
Q3 		$2.6M Sell
48,937
-591
-1% -$31.2K 0.7% 32
2025
Q2 		$2.61M Buy
49,528
+2,066
+4% +$108K 0.72% 29
2025
Q1 		$2.49M Buy
47,462
+1,118
+2% +$58.1K 0.79% 28
2024
Q4 		$2.4M Buy
46,344
+8,090
+21% +$421K 0.82% 27
2024
Q3 		$2.01M Buy
38,254
+779
+2% +$40.5K 0.78% 31
2024
Q2 		$1.92M Sell
37,475
-292
-0.8% -$14.9K 0.79% 31
2024
Q1 		$1.94M Buy
37,767
+945
+3% +$48.4K 0.87% 31
2023
Q4 		$1.89M Buy
36,822
+1,559
+4% +$78.3K 0.92% 30
2023
Q3 		$1.76M Buy
35,263
+57
+0.2% +$2.85K 1.02% 23
2023
Q2 		$1.77M Buy
35,206
+1,588
+5% +$80K 0.99% 23
2023
Q1 		$1.7M Buy
33,618
+1,271
+4% +$63.8K 1.03% 23
2022
Q4 		$1.61M Sell
32,347
-5,293
-14% -$262K 0.99% 23
2022
Q3 		$1.85M Buy
37,640
+2,549
+7% +$129K 1.23% 21
2022
Q2 		$1.77M Buy
35,091
+17,059
+95% +$869K 1.14% 20
2022
Q1 		$933K Buy
18,032
+1,971
+12% +$104K 0.55% 30
2021
Q4 		$865K Sell
16,061
-4,430
-22% -$240K 0.52% 33
2021
Q3 		$1.12M Buy
20,491
+5,179
+34% +$284K 0.5% 38
2021
Q2 		$839K Buy
15,312
+7,168
+88% +$393K 0.38% 46
2021
Q1 		$445K Buy
8,144
+5,022
+161% +$276K 0.25% 55
2020
Q4 		$172K Buy
+3,122
New +$172K 0.1% 78

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Running Point Capital Advisors's IGSB Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q4 2025, selling an estimated $354K and leaving 42,255 shares worth $2.23M. The position accounts for 0.61% of the portfolio, ranked #36.

Running Point Capital Advisors first reported a position in IGSB in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.61M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Running Point Capital Advisors held 42,255 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.23M as of Q4 2025.
  • Running Point Capital Advisors sold 6,682 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $354K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.61% of Running Point Capital Advisors's portfolio in Q4 2025, its #36 holding.
  • Running Point Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.61M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.