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WMA
West Michigan Advisors’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
West Michigan Advisors’s Portfolio
IGSB Stock Details
IGSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$232K
Sell
4,408
-1,296
-23%
-$68.5K
0.05%
273
2025
Q4
$302K
Sell
5,704
-482
-8%
-$25.5K
0.07%
212
2025
Q3
$328K
Buy
6,186
+161
+3%
+$8.5K
0.08%
200
2025
Q2
$318K
Sell
6,025
-203
-3%
-$10.6K
0.09%
164
2025
Q1
$326K
Sell
6,228
-302
-5%
-$15.7K
0.11%
144
2024
Q4
$338K
Buy
6,530
+159
+2%
+$8.27K
0.1%
134
2024
Q3
$335K
Buy
6,371
+266
+4%
+$13.8K
0.1%
133
2024
Q2
$313K
Buy
6,105
+139
+2%
+$7.09K
0.1%
134
2024
Q1
$306K
Sell
5,966
-1,339
-18%
-$68.5K
0.1%
131
2023
Q4
$375K
Sell
7,305
-1,120
-13%
-$56.2K
0.14%
92
2023
Q3
$420K
Sell
8,425
-636
-7%
-$31.8K
0.22%
86
2023
Q2
$455K
Sell
9,061
-453
-5%
-$22.8K
0.18%
118
2023
Q1
$481K
Buy
+9,514
New
+$478K
0.27%
80
2022
Q4
–
Sell
-4,537
Closed
-$224K
–
125
2022
Q3
$224K
Sell
4,537
-1,709
-27%
-$86.2K
0.2%
91
2022
Q2
$316K
Buy
6,246
+984
+19%
+$50.1K
0.27%
77
2022
Q1
$272K
Buy
+5,262
New
+$277K
0.18%
98
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$757B AUM
28.64%
1-Year Est. Return
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$3.26B AUM
12.5%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
EWA
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Torrance, California
$20.3B AUM
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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