WP
IGSB icon

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

WMS Partners’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
Q1 		– Sell
-9,224
Closed -$477K – 125
2024
Q4 		$477K Hold
9,224
– – 0.03% 194
2024
Q3 		$486K Buy
9,224
+800
+9% +$41.6K 0.03% 184
2024
Q2 		$432K Hold
8,424
– – 0.03% 170
2024
Q1 		$432K Sell
8,424
-2,800
-25% -$143K 0.03% 180
2023
Q4 		$576K Sell
11,224
-3,890
-26% -$195K 0.04% 143
2023
Q3 		$753K Sell
15,114
-25,730
-63% -$1.29M 0.06% 112
2023
Q2 		$2.05M Sell
40,844
-44,737
-52% -$2.25M 0.16% 57
2023
Q1 		$4.33M Sell
85,581
-22,852
-21% -$1.15M 0.38% 44
2022
Q4 		$5.4M Sell
108,433
-121,075
-53% -$5.99M 0.54% 35
2022
Q3 		$11.3M Buy
229,508
+205,102
+840% +$10.4M 1.54% 18
2022
Q2 		$1.23M Hold
24,406
– – 0.19% 71
2022
Q1 		$1.26M Hold
24,406
– – 0.17% 70
2021
Q4 		$1.31M Sell
24,406
-14,500
-37% -$785K 0.28% 64
2021
Q3 		$2.13M Sell
38,906
-7,185
-16% -$394K 0.31% 47
2021
Q2 		$2.53M Sell
46,091
-2,307
-5% -$126K 0.37% 39
2021
Q1 		$2.65M Buy
+48,398
New +$2.66M 0.6% 35

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

WMS Partners's IGSB Position: Q1 2025 in Review

WMS Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 9,224 shares — an estimated $477K sold.

WMS Partners first reported a position in IGSB in Q1 2021 and held it in 16 quarters. The position peaked at $11.3M in Q3 2022. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • WMS Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 9,224 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $477K.
  • WMS Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 16 quarters.
  • WMS Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.3M in Q3 2022.
  • 942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.