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

Van Hulzen 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
-202
Closed -$10.5K – 667
2024
Q4 		$10.5K Buy
+202
New +$10.5K ﹤0.01% 767
2023
Q1 		– Sell
-152,913
Closed -$7.62M – 311
2022
Q4 		$7.62M Buy
152,913
+590
+0.4% +$29.2K 0.88% 38
2022
Q3 		$7.51M Sell
152,323
-16,315
-10% -$823K 0.93% 33
2022
Q2 		$8.53M Sell
168,638
-29,448
-15% -$1.5M 1.02% 31
2022
Q1 		$10.2M Sell
198,086
-2,396
-1% -$126K 1.09% 30
2021
Q4 		$10.8M Sell
200,482
-429
-0.2% -$23.2K 1.18% 27
2021
Q3 		$11M Sell
200,911
-2,211
-1% -$121K 1.63% 17
2021
Q2 		$11.1M Sell
203,122
-18,079
-8% -$990K 1.67% 19
2021
Q1 		$12.1M Sell
221,201
-38,301
-15% -$2.1M 1.93% 8
2020
Q4 		$14.3M Sell
259,502
-2,752
-1% -$151K 2.17% 7
2020
Q3 		$14.4M Buy
262,254
+82,194
+46% +$4.51M 2.17% 10
2020
Q2 		$9.85M Buy
+180,060
New +$9.7M 1.48% 19
2019
Q4 		– Sell
-8,601
Closed -$462K – 289
2019
Q3 		$462K Sell
8,601
-8,965
-51% -$480K 0.1% 150
2019
Q2 		$939K Sell
17,566
-11,244
-39% -$594K 0.21% 84
2019
Q1 		$1.52M Sell
28,810
-15,915
-36% -$831K 0.41% 58
2018
Q4 		$2.31M Sell
44,725
-11,303
-20% -$583K 0.67% 46
2018
Q3 		$2.9M Sell
56,028
-10,684
-16% -$554K 0.77% 41
2018
Q2 		$3.46M Sell
66,712
-25,526
-28% -$1.32M 1.03% 35
2018
Q1 		$4.79M Sell
92,238
-22,662
-20% -$1.18M 1.47% 17
2017
Q4 		$6.01M Sell
114,900
-11,100
-9% -$582K 1.83% 10
2017
Q3 		$6.64M Buy
126,000
+11,000
+10% +$580K 2.24% 5
2017
Q2 		$6.05M Buy
+115,000
New +$6.05M 2.4% 8

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

Van Hulzen Asset Management's IGSB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 202 shares — an estimated $10.5K sold.

Van Hulzen Asset Management first reported a position in IGSB in Q2 2017 and held it in 22 quarters. The position peaked at $14.4M in Q3 2020. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Van Hulzen 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.
  • Van Hulzen Asset Management sold 202 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $10.5K.
  • Van Hulzen Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 22 quarters.
  • Van Hulzen Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.4M in Q3 2020.
  • 943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.