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

Visionary Wealth Advisors’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
-15,496
Closed -$801K – 548
2024
Q4 		$801K Sell
15,496
-3,294
-18% -$171K 0.05% 288
2024
Q3 		$989K Sell
18,790
-8,372
-31% -$436K 0.06% 254
2024
Q2 		$1.39M Buy
27,162
+17,638
+185% +$900K 0.09% 211
2024
Q1 		$488K Buy
9,524
+3,000
+46% +$154K 0.03% 322
2023
Q4 		$335K Buy
6,524
+280
+4% +$14.1K 0.02% 377
2023
Q3 		$311K Buy
6,244
+730
+13% +$36.5K 0.03% 360
2023
Q2 		$277K Sell
5,514
-178,257
-97% -$8.98M 0.02% 376
2023
Q1 		$9.29M Buy
183,771
+178,409
+3,327% +$8.96M 0.79% 30
2022
Q4 		$267K Buy
+5,362
New +$265K 0.02% 346
2022
Q3 		– Sell
-4,352
Closed -$220K – 424
2022
Q2 		$220K Sell
4,352
-1,941
-31% -$98.8K 0.02% 377
2022
Q1 		$325K Buy
+6,293
New +$332K 0.03% 313
2020
Q2 		– Sell
-6,582
Closed -$344K – 235
2020
Q1 		$344K Buy
+6,582
New +$350K 0.06% 144

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 $4.81B AUM 4.62% 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

Visionary Wealth Advisors's IGSB Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 15,496 shares — an estimated $801K sold.

Visionary Wealth Advisors first reported a position in IGSB in Q1 2020 and held it in 12 quarters. The position peaked at $9.29M in Q1 2023. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,496 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $801K.
  • Visionary Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
  • Visionary Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.29M in Q1 2023.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.