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

Spectrum Wealth Counsel’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
Q1 		$116K Hold
2,217
– – 0.01% 141
2024
Q4 		$115K Buy
2,217
+20
+0.9% +$1.04K 0.01% 140
2024
Q3 		$116K Hold
2,197
– – 0.01% 142
2024
Q2 		$113K Sell
2,197
-147
-6% -$7.5K 0.01% 155
2024
Q1 		$120K Buy
2,344
+201
+9% +$10.3K 0.01% 154
2023
Q4 		$110K Buy
+2,143
New +$108K 0.02% 156

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Spectrum Wealth Counsel's IGSB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2025 at 2,217 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #141.

Spectrum Wealth Counsel first reported a position in IGSB in Q4 2023 and has held it in 6 quarters since. The position peaked at $120K in Q1 2024. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Spectrum Wealth Counsel held 2,217 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $116K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #141 holding.
  • Spectrum Wealth Counsel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $120K in Q1 2024.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.