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Allie Family Office’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Allie Family Office’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 		$875K Buy
16,640
+1,000
+6% +$52.9K 0.38% 40
2025
Q4 		$827K Hold
15,640
– – 0.39% 40
2025
Q3 		$829K Buy
15,640
+180
+1% +$9.5K 0.39% 40
2025
Q2 		$816K Buy
15,460
+5,888
+62% +$308K 0.4% 39
2025
Q1 		$501K Hold
9,572
– – 0.27% 50
2024
Q4 		$496K Buy
9,572
+4,532
+90% +$236K 0.28% 48
2024
Q3 		$265K Sell
5,040
-7,000
-58% -$364K 0.14% 73
2024
Q2 		$617K Buy
12,040
+7,000
+139% +$357K 0.37% 44
2024
Q1 		$258K Hold
5,040
– – 0.15% 66
2023
Q4 		$258K Buy
+5,040
New +$253K 0.18% 59
2023
Q3 		– Sell
-6,040
Closed -$303K – 69
2023
Q2 		$303K Sell
6,040
-250
-4% -$12.6K 0.22% 52
2023
Q1 		$318K Sell
6,290
-400
-6% -$20.1K 0.24% 51
2022
Q4 		$333K Sell
6,690
-1,250
-16% -$61.9K 0.27% 53
2022
Q3 		$391K Sell
7,940
-200
-2% -$10.1K 0.34% 48
2022
Q2 		$411K Sell
8,140
-4,900
-38% -$249K 0.33% 47
2022
Q1 		$674K Sell
13,040
-1,900
-13% -$100K 0.52% 33
2021
Q4 		$805K Buy
+14,940
New +$809K 0.63% 30

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allie Family Office's IGSB Position: Q1 2026 in Review

Allie Family Office increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.4% in Q1 2026, buying an estimated $52.9K and bringing the position to 16,640 shares worth $875K. The position accounts for 0.38% of the portfolio, ranked #40.

Allie Family Office first reported a position in IGSB in Q4 2021 and has held it in 17 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Allie Family Office held 16,640 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $875K as of Q1 2026.
  • Allie Family Office bought 1,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $52.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.38% of Allie Family Office's portfolio in Q1 2026, its #40 holding.
  • Allie Family Office first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.