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

Total Wealth Planning’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 		$542K Sell
10,248
-113,946
-92% -$6.03M 1.16% 20
2025
Q3 		$6.59M Sell
124,194
-1,820
-1% -$96.1K 0.76% 26
2025
Q2 		$6.65M Sell
126,014
-12,602
-9% -$658K 0.84% 25
2025
Q1 		$7.26M Sell
138,616
-4,650
-3% -$242K 1.11% 20
2024
Q4 		$7.41M Sell
143,266
-7,278
-5% -$378K 1.15% 20
2024
Q3 		$7.93M Sell
150,544
-30,752
-17% -$1.6M 1.24% 19
2024
Q2 		$9.36M Sell
181,296
-23,417
-11% -$1.19M 1.54% 17
2024
Q1 		$10.5M Sell
204,713
-10,519
-5% -$538K 1.8% 15
2023
Q4 		$11M Sell
215,232
-11,139
-5% -$559K 2% 15
2023
Q3 		$11.3M Sell
226,371
-4,433
-2% -$222K 2.3% 14
2023
Q2 		$11.6M Sell
230,804
-5,877
-2% -$296K 2.41% 14
2023
Q1 		$12M Buy
236,681
+6,283
+3% +$315K 2.64% 11
2022
Q4 		$11.5M Buy
230,398
+23,697
+11% +$1.17M 2.84% 10
2022
Q3 		$10.2M Sell
206,701
-40,059
-16% -$2.02M 2.89% 9
2022
Q2 		$12.5M Buy
246,760
+134,982
+121% +$6.87M 3.61% 9
2022
Q1 		$5.78M Buy
+111,778
New +$5.89M 1.56% 16

Other funds holding IGSB

Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Total Wealth Planning's IGSB Position: Q4 2025 in Review

Total Wealth Planning reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 92% in Q4 2025, selling an estimated $6.03M and leaving 10,248 shares worth $542K. The position accounts for 1.16% of the portfolio, ranked #20.

Total Wealth Planning first reported a position in IGSB in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.5M in Q2 2022. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Total Wealth Planning held 10,248 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $542K as of Q4 2025.
  • Total Wealth Planning sold 113,946 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $6.03M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.16% of Total Wealth Planning's portfolio in Q4 2025, its #20 holding.
  • Total Wealth Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Total Wealth Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $12.5M in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.