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

Sand Hill Global 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 Q2	–	Sell	-4,140	Closed	-$217K	–	211
2025 Q1	$217K	Sell	4,140 -62	-1%	-$3.22K	0.01%	185
2024 Q4	$217K	Sell	4,202 -19	-0.5%	-$988	0.01%	181
2024 Q3	$222K	Hold	4,221	–	–	0.01%	185
2024 Q2	$216K	Sell	4,221 -2,006	-32%	-$102K	0.01%	182
2024 Q1	$319K	Sell	6,227 -22,450	-78%	-$1.15M	0.02%	136
2023 Q4	$1.47M	Buy	+28,677	New	+$1.44M	0.07%	93
2023 Q1	–	Sell	-17,824	Closed	-$888K	–	159
2022 Q4	$888K	Buy	+17,824	New	+$882K	0.05%	103
2022 Q3	–	Sell	-34,364	Closed	-$1.74M	–	158
2022 Q2	$1.74M	Buy	+34,364	New	+$1.75M	0.1%	86

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sand Hill Global Advisors's IGSB Position: Q2 2025 in Review

Sand Hill Global Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 4,140 shares — an estimated $217K sold.

Sand Hill Global Advisors first reported a position in IGSB in Q2 2022 and held it in 8 quarters. The position peaked at $1.74M in Q2 2022. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Sand Hill Global Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 4,140 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $217K.
Sand Hill Global Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Sand Hill Global Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q2 2022.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Sand Hill Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.