SL
IGSB icon

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

SWMG LLC’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 		– Sell
-11,403
Closed -$591K – 115
2024
Q4 		$591K Sell
11,403
-1,769
-13% -$92K 0.24% 64
2024
Q3 		$683K Sell
13,172
-12,765
-49% -$664K 0.28% 56
2024
Q2 		$1.33M Buy
25,937
+13,545
+109% +$691K 0.59% 30
2024
Q1 		$635K Buy
12,392
+6,736
+119% +$345K 0.29% 47
2023
Q4 		$290K Sell
5,656
-2,203
-28% -$111K 0.14% 81
2023
Q3 		$392K Sell
7,859
-117
-1% -$5.85K 0.21% 67
2023
Q2 		$400K Buy
7,976
+7
+0.1% +$353 0.21% 56
2023
Q1 		$403K Buy
7,969
+2
+0% +$100 0.22% 53
2022
Q4 		$397K Buy
7,967
+230
+3% +$11.4K 0.24% 47
2022
Q3 		$381K Buy
+7,737
New +$390K 0.25% 51
2022
Q1 		$437K Sell
8,441
-1,842
-18% -$97.1K 0.24% 52
2021
Q4 		$554K Sell
10,283
-9,652
-48% -$523K 0.29% 49
2021
Q3 		$1.09M Sell
19,935
-23,045
-54% -$1.26M 0.63% 29
2021
Q2 		$2.36M Buy
42,980
+4,524
+12% +$248K 1.39% 17
2021
Q1 		$2.1M Buy
38,456
+21,926
+133% +$1.2M 1.44% 18
2020
Q4 		$910K Buy
+16,530
New +$909K 0.67% 32

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 $5.29B AUM 8.96% 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

SWMG LLC's IGSB Position: Q1 2025 in Review

SWMG LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 11,403 shares — an estimated $591K sold.

SWMG LLC first reported a position in IGSB in Q4 2020 and held it in 16 quarters. The position peaked at $2.36M in Q2 2021. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • SWMG LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • SWMG LLC sold 11,403 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $591K.
  • SWMG LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • SWMG LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.36M in Q2 2021.
  • 943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on SWMG LLC's 13F filing for Q1 2025, filed 28 Apr 2025.