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Vantage Financial Partners (Wisconsin)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$3.07M Buy
58,057
+4,549
+9% +$241K 0.62% 27
2025
Q3 		$2.84M Buy
53,508
+5,842
+12% +$308K 0.6% 28
2025
Q2 		$2.51M Sell
47,666
-31,769
-40% -$1.66M 0.58% 29
2025
Q1 		$4.16M Buy
79,435
+26,107
+49% +$1.36M 1.03% 20
2024
Q4 		$2.76M Buy
53,328
+298
+0.6% +$15.5K 0.69% 23
2024
Q3 		$2.79M Sell
53,030
-1,211
-2% -$63K 0.69% 20
2024
Q2 		$2.78M Buy
54,241
+1,149
+2% +$58.6K 0.72% 22
2024
Q1 		$2.72M Buy
53,092
+1,127
+2% +$57.7K 0.73% 24
2023
Q4 		$2.66M Buy
51,965
+1,889
+4% +$94.9K 0.78% 24
2023
Q3 		$2.5M Sell
50,076
-4,129
-8% -$207K 0.98% 21
2023
Q2 		$2.72M Sell
54,205
-115
-0.2% -$5.79K 1.02% 21
2023
Q1 		$2.75M Sell
54,320
-4,524
-8% -$227K 1.09% 21
2022
Q4 		$2.93M Sell
58,844
-53,135
-47% -$2.63M 1.75% 12
2022
Q3 		$5.52M Sell
111,979
-223,120
-67% -$11.3M 3.72% 9
2022
Q2 		$16.9M Sell
335,099
-11,338
-3% -$577K 9.99% 4
2022
Q1 		$17.9M Buy
346,437
+50,372
+17% +$2.66M 9.16% 4
2021
Q4 		$16M Buy
+296,065
New +$16M 6.24% 6

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

Vantage Financial Partners (Wisconsin)'s IGSB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.5% in Q4 2025, buying an estimated $241K and bringing the position to 58,057 shares worth $3.07M. The position accounts for 0.62% of the portfolio, ranked #27.

Vantage Financial Partners (Wisconsin) first reported a position in IGSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.9M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 58,057 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.07M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 4,549 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $241K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #27 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17.9M in Q1 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 Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.