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

Sage 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	$579K	Buy	+10,953	New	+$580K	0.38%	31

Other funds holding IGSB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Sage Advisors's IGSB Position: Q4 2025 in Review

Sage Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025: 10,953 shares worth $579K. The stake represents 0.38% of the portfolio and ranks #31 among its holdings.

1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Sage Advisors held 10,953 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $579K as of Q4 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Sage Advisors position in Q4 2025.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.38% of Sage Advisors's portfolio in Q4 2025, its #31 holding.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.