Strategic Financial Concepts’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Strategic Financial Concepts’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	-7,816	Closed	-$414K	–	196
2025 Q3	$414K	Sell	7,816 -182	-2%	-$9.61K	0.06%	155
2025 Q2	$422K	Buy	+7,998	New	+$418K	0.06%	159
2025 Q1	–	Sell	-4,479	Closed	-$232K	–	345
2024 Q4	$232K	Buy	+4,479	New	+$233K	0.04%	294
2024 Q3	–	Sell	-120,273	Closed	-$142K	–	459
2024 Q2	$142K	Buy	120,273 +114,763	+2,083%	+$5.85M	0.08%	152
2024 Q1	$283K	Buy	+5,510	New	+$282K	0.07%	234
2023 Q4	–	Sell	-12,155	Closed	-$606K	–	195
2023 Q3	$606K	Sell	12,155 -442	-4%	-$22.1K	0.2%	120
2023 Q2	$632K	Sell	12,597 -27,329	-68%	-$1.38M	0.23%	101
2023 Q1	$2.02M	Buy	+39,926	New	+$2M	0.81%	32

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

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 $6.19B AUM 16.5% 1-Year Est. Return

Strategic Financial Concepts's IGSB Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 7,816 shares — an estimated $414K sold.

Strategic Financial Concepts first reported a position in IGSB in Q1 2023 and held it in 8 quarters. The position peaked at $2.02M in Q1 2023. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Strategic Financial Concepts reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 7,816 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $414K.
Strategic Financial Concepts first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Strategic Financial Concepts's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.02M in Q1 2023.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.