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

Simplicity 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 Q4	–	Sell	-38,060	Closed	-$2.02M	–	732
2025 Q3	$2.02M	Sell	38,060 -1,551	-4%	-$81.9K	0.12%	189
2025 Q2	$2.09M	Buy	39,611 +10,121	+34%	+$529K	0.09%	210
2025 Q1	$1.54M	Sell	29,490 -1,228	-4%	-$63.8K	0.12%	187
2024 Q4	$1.59M	Buy	30,718 +10,076	+49%	+$524K	0.33%	53
2024 Q3	$1.09M	Sell	20,642 -7,840	-28%	-$408K	0.1%	184
2024 Q2	$1.46M	Sell	28,482 -2,365	-8%	-$121K	0.03%	424
2024 Q1	$1.58M	Buy	+30,847	New	+$1.58M	0.04%	400

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 $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Simplicity Wealth's IGSB Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 38,060 shares — an estimated $2.02M sold.

Simplicity Wealth first reported a position in IGSB in Q1 2024 and held it in 7 quarters. The position peaked at $2.09M in Q2 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Simplicity Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 38,060 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.02M.
Simplicity Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Simplicity Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.09M in Q2 2025.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.