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

Siligmueller & Norvid Wealth 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 Q3	–	Sell	-8,610	Closed	-$452K	–	190
2025 Q2	$452K	Sell	8,610 -5,850	-40%	-$306K	0.18%	75
2025 Q1	$757K	Hold	14,460	–	–	0.32%	53
2024 Q4	$748K	Buy	+14,460	New	+$752K	0.32%	56

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IGSB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 8,610 shares — an estimated $452K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IGSB in Q4 2024 and held it in 3 quarters. The position peaked at $757K in Q1 2025. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 8,610 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $452K.
Siligmueller & Norvid Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $757K in Q1 2025.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.