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

Alerus Financial’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	$8.18K	Hold	156	–	–	﹤0.01%	394
2026 Q1	$8.2K	Hold	156	–	–	﹤0.01%	391
2025 Q4	$8.25K	Hold	156	–	–	﹤0.01%	365
2025 Q3	$8.27K	Hold	156	–	–	﹤0.01%	396
2025 Q2	$8.23K	Buy	+156	New	+$8.15K	﹤0.01%	378
2018 Q4	–	Sell	-9,804	Closed	-$508K	–	140
2018 Q3	$508K	Sell	9,804 -13,160	-57%	-$682K	0.07%	114
2018 Q2	$1.19M	Hold	22,964	–	–	0.17%	95
2018 Q1	$1.19M	Buy	22,964 +104	+0.5%	+$5.41K	0.17%	95
2017 Q4	$1.2M	Sell	22,860 -74	-0.3%	-$3.88K	0.17%	92
2017 Q3	$1.21M	Buy	22,934 +74	+0.3%	+$3.9K	0.18%	85
2017 Q2	$1.2M	Buy	22,860 +1,596	+8%	+$84K	0.18%	87
2017 Q1	$1.12M	Sell	21,264 -1,832	-8%	-$96.2K	0.17%	87
2016 Q4	$1.21M	Sell	23,096 -3,336	-13%	-$175K	0.2%	87
2016 Q3	$1.4M	Hold	26,432	–	–	0.23%	87
2016 Q2	$1.4M	Buy	+26,432	New	+$1.4M	0.23%	88

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

Alerus Financial's IGSB Position: Q2 2026 in Review

Alerus Financial held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 156 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Alerus Financial first reported a position in IGSB in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.4M in Q2 2016. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Alerus Financial held 156 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.18K as of Q2 2026.
Alerus Financial left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #394 holding.
Alerus Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
Alerus Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q2 2016.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.