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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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return