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

Schechter Investment 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	$761K	Sell	14,537 -57	-0.4%	-$2.96K	0.06%	275
2024 Q4	$754K	Sell	14,594 -1,420	-9%	-$73.8K	0.06%	290
2024 Q3	$843K	Sell	16,014 -1,000	-6%	-$52K	0.06%	281
2024 Q2	$872K	Sell	17,014 -226	-1%	-$11.5K	0.07%	270
2024 Q1	$884K	Sell	17,240 -1,970	-10%	-$101K	0.07%	270
2023 Q4	$985K	Sell	19,210 -3,500	-15%	-$176K	0.09%	233
2023 Q3	$1.13M	Hold	22,710	–	–	0.11%	199
2023 Q2	$1.14M	Sell	22,710 -70	-0.3%	-$3.53K	0.1%	221
2023 Q1	$1.15M	Sell	22,780 -1,230	-5%	-$61.8K	0.11%	220
2022 Q4	$1.2M	Sell	24,010 -6,135	-20%	-$304K	0.11%	232
2022 Q3	$1.49M	Sell	30,145 -1,960	-6%	-$98.9K	0.15%	164
2022 Q2	$1.62M	Buy	32,105 +4	+0%	+$204	0.16%	131
2022 Q1	$1.66M	Sell	32,101 -1,870	-6%	-$98.6K	0.15%	142
2021 Q4	$1.83M	Buy	+33,971	New	+$1.84M	0.17%	135

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

Schechter Investment Advisors's IGSB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.39% in Q1 2025, selling an estimated $2.96K and leaving 14,537 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #275.

Schechter Investment Advisors first reported a position in IGSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.83M in Q4 2021. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Schechter Investment Advisors held 14,537 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $761K as of Q1 2025.
Schechter Investment Advisors sold 57 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.96K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #275 holding.
Schechter Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.83M in Q4 2021.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.