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

WBI Investments’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 		– Sell
-4,855
Closed -$257K – 345
2025
Q3 		$257K Sell
4,855
-6
-0.1% -$317 0.07% 269
2025
Q2 		$256K Sell
4,861
-530
-10% -$27.7K 0.07% 222
2025
Q1 		$282K Buy
+5,391
New +$280K 0.07% 190
2021
Q2 		– Sell
-6,805
Closed -$372K – 211
2021
Q1 		$372K Buy
6,805
+1,034
+18% +$56.8K 0.06% 159
2020
Q4 		$318K Buy
+5,771
New +$317K 0.05% 142
2018
Q2 		– Sell
-410,100
Closed -$21.3M – 261
2018
Q1 		$21.3M Buy
+410,100
New +$21.3M 1.09% 25
2016
Q1 		– Sell
-1,064,312
Closed -$55.7M – 177
2015
Q4 		$55.7M Buy
+1,064,312
New +$55.9M 1.59% 21
2013
Q3 		– Sell
-1,056,424
Closed -$55.5M – 118
2013
Q2 		$55.5M Buy
+1,056,424
New +$55.7M 3.98% 5

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

WBI Investments's IGSB Position: Q4 2025 in Review

WBI Investments sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 4,855 shares — an estimated $257K sold.

WBI Investments first reported a position in IGSB in Q2 2013 and held it in 8 quarters. The position peaked at $55.7M in Q4 2015. 1,014 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • WBI Investments reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 4,855 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $257K.
  • WBI Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 8 quarters.
  • WBI Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $55.7M in Q4 2015.
  • 1,014 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.