Silver Oak Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Silver Oak Securities’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	-765	Closed	-$40.3K	–	786
2025 Q2	$40.3K	Buy	+765	New	+$40K	﹤0.01%	684
2024 Q4	–	Sell	-758	Closed	-$39.9K	–	643
2024 Q3	$39.9K	Buy	+758	New	+$39.4K	﹤0.01%	528
2022 Q3	–	Sell	-4,634	Closed	-$236K	–	471
2022 Q2	$236K	Sell	4,634 -2,848	-38%	-$145K	0.05%	232
2022 Q1	$384K	Buy	+7,482	New	+$394K	0.08%	196

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

Silver Oak Securities's IGSB Position: Q3 2025 in Review

Silver Oak Securities sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 765 shares — an estimated $40.3K sold.

Silver Oak Securities first reported a position in IGSB in Q1 2022 and held it in 4 quarters. The position peaked at $384K in Q1 2022. 948 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Silver Oak Securities reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 765 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $40.3K.
Silver Oak Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Silver Oak Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $384K in Q1 2022.
948 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.