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

Signal Advisors Wealth’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	-5,768	Closed	-$302K	–	508
2025 Q1	$302K	Sell	5,768 -2,273	-28%	-$118K	0.03%	366
2024 Q4	$416K	Buy	8,041 +2,881	+56%	+$150K	0.05%	291
2024 Q3	$272K	Buy	+5,160	New	+$269K	0.04%	361

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

Signal Advisors Wealth's IGSB Position: Q2 2025 in Review

Signal Advisors Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 5,768 shares — an estimated $302K sold.

Signal Advisors Wealth first reported a position in IGSB in Q3 2024 and held it in 3 quarters. The position peaked at $416K in Q4 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Signal Advisors Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Signal Advisors Wealth sold 5,768 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $302K.
Signal Advisors Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
Signal Advisors Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $416K in Q4 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.