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

TritonPoint 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 Q4	–	Sell	-31,265	Closed	-$1.66M	–	310
2025 Q3	$1.66M	Buy	31,265 +799	+3%	+$42.2K	0.14%	124
2025 Q2	$1.61M	Buy	30,466 +92	+0.3%	+$4.81K	0.15%	125
2025 Q1	$1.59M	Sell	30,374 -122	-0.4%	-$6.34K	0.15%	129
2024 Q4	$1.58M	Sell	30,496 -886	-3%	-$46.1K	0.14%	126
2024 Q3	$1.65M	Sell	31,382 -2,171	-6%	-$113K	0.15%	123
2024 Q2	$1.72M	Buy	+33,553	New	+$1.71M	0.17%	119

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TritonPoint Wealth's IGSB Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 31,265 shares — an estimated $1.66M sold.

TritonPoint Wealth first reported a position in IGSB in Q2 2024 and held it in 6 quarters. The position peaked at $1.72M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

TritonPoint Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 31,265 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.66M.
TritonPoint Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
TritonPoint Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.72M in Q2 2024.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.