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Wealthspire Advisors (New York)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthspire Advisors (New York)’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
-110
Closed -$5.83K – 1917
2025
Q3 		$5.83K Buy
+110
New +$5.81K ﹤0.01% 2261
2022
Q4 		– Sell
-21,079
Closed -$1.04M – 594
2022
Q3 		$1.04M Buy
+21,079
New +$1.06M 0.02% 223
2021
Q2 		– Sell
-6,655
Closed -$364K – 509
2021
Q1 		$364K Buy
+6,655
New +$365K 0.01% 492

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 $6.73T AUM 46.02% 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 $5.64B AUM 18.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s IGSB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 110 shares — an estimated $5.83K sold.

Wealthspire Advisors (New York) first reported a position in IGSB in Q1 2021 and held it in 3 quarters. The position peaked at $1.04M in Q3 2022. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 110 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $5.83K.
  • Wealthspire Advisors (New York) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.04M in Q3 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.