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

AlphaCore Capital’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 		$2.45M Sell
46,785
-2,574
-5% -$135K 0.05% 278
2026
Q1 		$2.59M Sell
49,359
-2,130
-4% -$113K 0.06% 226
2025
Q4 		$2.72M Sell
51,489
-2,602
-5% -$138K 0.06% 230
2025
Q3 		$2.87M Sell
54,091
-501
-0.9% -$26.4K 0.1% 163
2025
Q2 		$2.88M Sell
54,592
-3,307
-6% -$173K 0.11% 148
2025
Q1 		$3.03M Buy
+57,899
New +$3.01M 0.26% 82
2024
Q1 		– Sell
-64,863
Closed -$3.33M – 253
2023
Q4 		$3.33M Buy
64,863
+4,401
+7% +$221K 0.49% 38
2023
Q3 		$3.01M Sell
60,462
-3,196
-5% -$160K 0.48% 40
2023
Q2 		$3.19M Buy
63,658
+7,677
+14% +$387K 0.51% 37
2023
Q1 		$2.83M Buy
55,981
+48,746
+674% +$2.45M 0.75% 23
2022
Q4 		$360K Buy
+7,235
New +$358K 0.14% 55
2021
Q4 		– Sell
-272
Closed -$15K – 109
2021
Q3 		$15K Sell
272
-456
-63% -$25K 0.01% 99
2021
Q2 		$40K Buy
+728
New +$39.9K 0.02% 59
2020
Q2 		– Sell
-15,080
Closed -$790K – 185
2020
Q1 		$790K Hold
15,080
– – 0.62% 20
2019
Q4 		$809K Buy
+15,080
New +$809K 0.49% 28

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlphaCore Capital's IGSB Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.2% in Q2 2026, selling an estimated $135K and leaving 46,785 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #278.

AlphaCore Capital first reported a position in IGSB in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.33M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • AlphaCore Capital held 46,785 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.45M as of Q2 2026.
  • AlphaCore Capital sold 2,574 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #278 holding.
  • AlphaCore Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • AlphaCore Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.33M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.