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

Smallwood Wealth Investment Management’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
-99
Closed -$5.22K – 555
2025
Q2 		$5.22K Buy
+99
New +$5.17K ﹤0.01% 350

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Smallwood Wealth Investment Management's IGSB Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 99 shares — an estimated $5.22K sold.

Smallwood Wealth Investment Management first reported a position in IGSB in Q2 2025 and held it in 1 quarter. The position peaked at $5.22K in Q2 2025. 949 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 99 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $5.22K.
  • Smallwood Wealth Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.22K in Q2 2025.
  • 949 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.