Wayfinding Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wayfinding Financial’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	-1,617	Closed	-$84K	–	414
2025 Q1	$84K	Buy	+1,617	New	+$84.1K	0.04%	255
2023 Q4	–	Sell	-18,726	Closed	-$931K	–	117
2023 Q3	$931K	Buy	18,726 +996	+6%	+$49.8K	0.7%	30
2023 Q2	$891K	Buy	17,730 +1,457	+9%	+$73.4K	0.62%	30
2023 Q1	$822K	Buy	+16,273	New	+$817K	0.63%	30
2022 Q4	–	Sell	-5,274	Closed	-$259K	–	91
2022 Q3	$259K	Buy	+5,274	New	+$266K	0.24%	66

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

Wayfinding Financial's IGSB Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 1,617 shares — an estimated $84K sold.

Wayfinding Financial first reported a position in IGSB in Q3 2022 and held it in 5 quarters. The position peaked at $931K in Q3 2023. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Wayfinding Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 1,617 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $84K.
Wayfinding Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
Wayfinding Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $931K in Q3 2023.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.