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

Advisory Research’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	$3.33M	Buy	63,572 +19,154	+43%	+$1M	0.33%	54
2026 Q1	$2.33M	Buy	44,418 +7,528	+20%	+$398K	0.29%	69
2025 Q4	$1.95M	Hold	36,890	–	–	0.25%	73
2025 Q3	$1.96M	Buy	36,890 +19,060	+107%	+$1.01M	0.26%	78
2025 Q2	$941K	Hold	17,830	–	–	0.14%	105
2025 Q1	$934K	Hold	17,830	–	–	0.16%	108
2024 Q4	$922K	Hold	17,830	–	–	0.15%	115
2024 Q3	$939K	Hold	17,830	–	–	0.17%	111
2024 Q2	$914K	Buy	17,830 +9,765	+121%	+$498K	0.17%	108
2024 Q1	$414K	Hold	8,065	–	–	0.08%	135
2023 Q4	$414K	Hold	8,065	–	–	0.06%	263
2023 Q3	$402K	Hold	8,065	–	–	0.06%	309
2023 Q2	$405K	Hold	8,065	–	–	0.05%	326
2023 Q1	$408K	Hold	8,065	–	–	0.07%	265
2022 Q4	$402K	Hold	8,065	–	–	0.04%	269
2022 Q3	$397K	Hold	8,065	–	–	0.04%	258
2022 Q2	$408K	Hold	8,065	–	–	0.04%	251
2022 Q1	$417K	Sell	8,065 -6,755	-46%	-$356K	0.03%	265
2021 Q4	$799K	Sell	14,820 -13,870	-48%	-$751K	0.06%	217
2021 Q3	$1.57M	Sell	28,690 -33,225	-54%	-$1.82M	0.1%	153
2021 Q2	$3.39M	Hold	61,915	–	–	0.22%	103
2021 Q1	$3.39M	Sell	61,915 -83,875	-58%	-$4.61M	0.24%	100
2020 Q4	$8.04M	Buy	145,790 +72,895	+100%	+$4.01M	0.59%	66
2020 Q3	$4M	Buy	72,895 +13,640	+23%	+$749K	0.39%	75
2020 Q2	$3.24M	Buy	+59,255	New	+$3.19M	0.29%	87
2019 Q4	–	Sell	-5,780	Closed	-$310K	–	321
2019 Q3	$310K	Hold	5,780	–	–	0.01%	289
2019 Q2	$309K	Hold	5,780	–	–	0.01%	335
2019 Q1	$305K	Hold	5,780	–	–	0.01%	325
2018 Q4	$298K	Hold	5,780	–	–	0.01%	338
2018 Q3	$300K	Hold	5,780	–	–	﹤0.01%	342
2018 Q2	$300K	Sell	5,780 -5,800	-50%	-$301K	﹤0.01%	348
2018 Q1	$601K	Buy	+11,580	New	+$602K	0.01%	297

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

Advisory Research's IGSB Position: Q2 2026 in Review

Advisory Research increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 43% in Q2 2026, buying an estimated $1M and bringing the position to 63,572 shares worth $3.33M. The position accounts for 0.33% of the portfolio, ranked #54.

Advisory Research first reported a position in IGSB in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.04M in Q4 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Advisory Research held 63,572 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.33M as of Q2 2026.
Advisory Research bought 19,154 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.33% of Advisory Research's portfolio in Q2 2026, its #54 holding.
Advisory Research first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
Advisory Research's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.04M in Q4 2020.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.