Tucker Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Tucker Asset Management’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	-42	Closed	-$2.17K	–	609
2024 Q4	$2.17K	Hold	42	–	–	﹤0.01%	1193
2024 Q3	$2.21K	Sell	42 -910	-96%	-$47.4K	﹤0.01%	1146
2024 Q2	$48.8K	Hold	952	–	–	0.01%	398
2024 Q1	$48.8K	Hold	952	–	–	0.01%	448
2023 Q4	$48.8K	Hold	952	–	–	0.01%	345
2023 Q3	$47.4K	Sell	952 -120	-11%	-$6K	0.01%	341
2023 Q2	$53.8K	Sell	1,072 -515	-32%	-$25.9K	0.02%	253
2023 Q1	$80.2K	Sell	1,587 -4	-0.3%	-$201	0.02%	168
2022 Q4	$79.4K	Hold	1,591	–	–	0.03%	105
2022 Q3	$78.1K	Hold	1,591	–	–	0.03%	96
2022 Q2	$80.4K	Buy	1,591 +4	+0.3%	+$204	0.03%	63
2022 Q1	$82.1K	Sell	1,587 -1,144	-42%	-$60.3K	0.03%	62
2021 Q4	$147K	Hold	2,731	–	–	0.05%	29
2021 Q3	$148K	Hold	2,731	–	–	0.05%	25
2021 Q2	$150K	Sell	2,731 -2,105	-44%	-$115K	0.07%	23
2021 Q1	$264K	Sell	4,836 -1,293	-21%	-$71K	0.14%	20
2020 Q4	$338K	Buy	+6,129	New	+$337K	0.2%	17

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

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 $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Tucker Asset Management's IGSB Position: Q1 2025 in Review

Tucker Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 42 shares — an estimated $2.17K sold.

Tucker Asset Management first reported a position in IGSB in Q4 2020 and held it in 17 quarters. The position peaked at $338K in Q4 2020. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Tucker Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 42 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.17K.
Tucker Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
Tucker Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $338K in Q4 2020.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.