Werba Rubin Papier Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Werba Rubin Papier Wealth Management’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 Q3	–	Sell	-32,919	Closed	-$1.74M	–	247
2025 Q2	$1.74M	Buy	32,919 +2,421	+8%	+$126K	0.33%	49
2025 Q1	$1.6M	Buy	30,498 +281	+0.9%	+$14.6K	0.35%	49
2024 Q4	$1.56M	Sell	30,217 -465	-2%	-$24.2K	0.37%	44
2024 Q3	$1.62M	Buy	30,682 +2,976	+11%	+$155K	0.38%	45
2024 Q2	$1.42M	Buy	27,706 +17,758	+179%	+$906K	0.39%	41
2024 Q1	$510K	Buy	+9,948	New	+$509K	0.15%	77

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Werba Rubin Papier Wealth Management's IGSB Position: Q3 2025 in Review

Werba Rubin Papier Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 32,919 shares — an estimated $1.74M sold.

Werba Rubin Papier Wealth Management first reported a position in IGSB in Q1 2024 and held it in 6 quarters. The position peaked at $1.74M in Q2 2025. 951 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

Werba Rubin Papier Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 32,919 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.74M.
Werba Rubin Papier Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Werba Rubin Papier Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q2 2025.
951 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.