1620 Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

1620 Investment Advisors’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
2026 Q2	$3.8M	Buy	72,427 +23,941	+49%	+$1.26M	2.35%	4
2026 Q1	$2.55M	Buy	48,486 +173	+0.4%	+$9.14K	1.72%	9
2025 Q4	$2.55M	Sell	48,313 -21	-0%	-$1.11K	1.7%	10
2025 Q3	$2.56M	Buy	48,334 +818	+2%	+$43.2K	1.74%	8
2025 Q2	$2.51M	Buy	47,516 +2,379	+5%	+$124K	1.78%	8
2025 Q1	$2.36M	Buy	45,137 +4,604	+11%	+$239K	1.81%	7
2024 Q4	$2.1M	Buy	40,533 +606	+2%	+$31.5K	1.59%	10
2024 Q3	$2.1M	Buy	39,927 +1,493	+4%	+$77.7K	1.52%	11
2024 Q2	$1.97M	Buy	38,434 +2,491	+7%	+$127K	1.51%	11
2024 Q1	$1.84M	Buy	35,943 +3,515	+11%	+$180K	1.85%	11
2023 Q4	$1.66M	Buy	32,428 +4,482	+16%	+$225K	1.82%	13
2023 Q3	$1.39M	Buy	27,946 +4,561	+20%	+$228K	1.58%	14
2023 Q2	$1.17M	Buy	23,385 +280	+1%	+$14.1K	1.27%	20
2023 Q1	$1.17M	Buy	23,105 +6,483	+39%	+$325K	1.41%	18
2022 Q4	$828K	Buy	16,622 +5,325	+47%	+$264K	1%	30
2022 Q3	$557K	Buy	11,297 +4,997	+79%	+$252K	0.82%	41
2022 Q2	$318K	Buy	+6,300	New	+$321K	0.44%	81

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1620 Investment Advisors's IGSB Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 49% in Q2 2026, buying an estimated $1.26M and bringing the position to 72,427 shares worth $3.8M. The position accounts for 2.35% of the portfolio, ranked #4.

1620 Investment Advisors first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

1620 Investment Advisors held 72,427 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.8M as of Q2 2026.
1620 Investment Advisors bought 23,941 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.35% of 1620 Investment Advisors's portfolio in Q2 2026, its #4 holding.
1620 Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.