Trivant Custom Portfolio Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Trivant Custom Portfolio Group’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	-100	Closed	-$5.24K	–	148
2025 Q1	$5.24K	Hold	100	–	–	﹤0.01%	168
2024 Q4	$5.17K	Hold	100	–	–	﹤0.01%	170
2024 Q3	$5.27K	Hold	100	–	–	﹤0.01%	148
2024 Q2	$5.12K	Hold	100	–	–	﹤0.01%	165
2024 Q1	$5.13K	Hold	100	–	–	﹤0.01%	167
2023 Q4	$5.13K	Hold	100	–	–	﹤0.01%	185
2023 Q3	$4.98K	Hold	100	–	–	﹤0.01%	180
2023 Q2	$5.02K	Hold	100	–	–	﹤0.01%	187
2023 Q1	$5.05K	Buy	+100	New	+$5.02K	﹤0.01%	190

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

Trivant Custom Portfolio Group's IGSB Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 100 shares — an estimated $5.24K sold.

Trivant Custom Portfolio Group first reported a position in IGSB in Q1 2023 and held it in 9 quarters. The position peaked at $5.27K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $5.24K.
Trivant Custom Portfolio Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.27K 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 Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.