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

Studio 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 Q2	–	Sell	-2,350	Closed	-$123K	–	234
2025 Q1	$123K	Hold	2,350	–	–	0.03%	180
2024 Q4	$121K	Hold	2,350	–	–	0.03%	173
2024 Q3	$124K	Hold	2,350	–	–	0.03%	168
2024 Q2	$120K	Hold	2,350	–	–	0.03%	163
2024 Q1	$121K	Hold	2,350	–	–	0.03%	164
2023 Q4	$120K	Hold	2,350	–	–	0.03%	160
2023 Q3	$117K	Hold	2,350	–	–	0.03%	158
2023 Q2	$118K	Hold	2,350	–	–	0.03%	148
2023 Q1	$119K	Hold	2,350	–	–	0.04%	123
2022 Q4	$117K	Hold	2,350	–	–	0.04%	125
2022 Q3	$116K	Hold	2,350	–	–	0.04%	127
2022 Q2	$119K	Buy	+2,350	New	+$120K	0.04%	129

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Studio Investment Management's IGSB Position: Q2 2025 in Review

Studio Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 2,350 shares — an estimated $123K sold.

Studio Investment Management first reported a position in IGSB in Q2 2022 and held it in 12 quarters. The position peaked at $124K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Studio Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 2,350 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $123K.
Studio Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 12 quarters.
Studio Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $124K in Q3 2024.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.