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

Alexis Investment 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
2026 Q1	–	Sell	-14,000	Closed	-$740K	–	64
2025 Q4	$740K	Sell	14,000 -2,050	-13%	-$109K	0.28%	39
2025 Q3	$851K	Sell	16,050 -1,300	-7%	-$68.6K	0.07%	34
2025 Q2	$915K	Sell	17,350 -500	-3%	-$26.1K	0.39%	33
2025 Q1	$935K	Buy	17,850 +8,600	+93%	+$447K	0.45%	32
2024 Q4	$478K	Buy	+9,250	New	+$481K	0.23%	35

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

EWA

EP Wealth Advisors 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 $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alexis Investment Partners's IGSB Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 14,000 shares — an estimated $740K sold.

Alexis Investment Partners first reported a position in IGSB in Q4 2024 and held it in 5 quarters. The position peaked at $935K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Alexis Investment Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Alexis Investment Partners sold 14,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $740K.
Alexis Investment Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Alexis Investment Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $935K in Q1 2025.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.