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

SVB 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
Q3 		– Sell
-6,410
Closed -$338K – 416
2025
Q2 		$338K Buy
+6,410
New +$335K 0.02% 344
2025
Q1 		– Sell
-359,300
Closed -$18.6M – 1624
2024
Q4 		$18.6M Buy
+359,300
New +$18.7M 0.35% 41
2024
Q3 		– Sell
-361,874
Closed -$18.5M – 293
2024
Q2 		$18.5M Hold
361,874
– – 0.46% 38
2024
Q1 		$18.6M Buy
361,874
+15,584
+5% +$797K 0.41% 53
2023
Q4 		$17.8M Sell
346,290
-5,750
-2% -$289K 0.43% 55
2023
Q3 		$17.5M Sell
352,040
-12,201
-3% -$610K 0.39% 57
2023
Q2 		$18.3M Sell
364,241
-4,378
-1% -$221K 0.33% 65
2023
Q1 		$18.6M Sell
368,619
-775
-0.2% -$38.9K 0.26% 77
2022
Q4 		$18.4M Buy
369,394
+70,916
+24% +$3.51M 0.25% 84
2022
Q3 		$14.7M Buy
298,478
+77,118
+35% +$3.89M 0.21% 91
2022
Q2 		$11.2M Buy
221,360
+27,121
+14% +$1.38M 0.17% 97
2022
Q1 		$10M Buy
194,239
+43,050
+28% +$2.27M 0.13% 112
2021
Q4 		$8.14M Sell
151,189
-7,321
-5% -$396K 0.13% 117
2021
Q3 		$8.66M Buy
158,510
+53,580
+51% +$2.93M 0.11% 126
2021
Q2 		$5.75M Buy
104,930
+76,145
+265% +$4.17M 0.07% 160
2021
Q1 		$1.57M Sell
28,785
-475
-2% -$26.1K 0.02% 276
2020
Q4 		$1.61M Sell
29,260
-711
-2% -$39.1K 0.02% 263
2020
Q3 		$1.65M Buy
29,971
+60
+0.2% +$3.29K 0.03% 238
2020
Q2 		$1.64M Buy
29,911
+3,608
+14% +$194K 0.03% 216
2020
Q1 		$1.38M Sell
26,303
-847
-3% -$45.1K 0.03% 207
2019
Q4 		$1.46M Sell
27,150
-2,408
-8% -$129K 0.03% 250
2019
Q3 		$1.59M Sell
29,558
-18,877
-39% -$1.01M 0.03% 231
2019
Q2 		$2.59M Buy
+48,435
New +$2.56M 0.09% 179

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

SVB Wealth's IGSB Position: Q3 2025 in Review

SVB Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 6,410 shares — an estimated $338K sold.

SVB Wealth first reported a position in IGSB in Q2 2019 and held it in 23 quarters. The position peaked at $18.6M in Q1 2023. 951 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

  • SVB Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 6,410 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $338K.
  • SVB Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 23 quarters.
  • SVB Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $18.6M in Q1 2023.
  • 951 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.