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

AlTi Global’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 		$3.11M Hold
59,360
– – 0.06% 141
2026
Q1 		$3.12M Buy
59,360
+8,200
+16% +$433K 0.07% 124
2025
Q4 		$2.71M Hold
51,160
– – 0.06% 135
2025
Q3 		$2.71M Hold
51,160
– – 0.06% 139
2025
Q2 		$2.69M Sell
51,160
-18,014
-26% -$941K 0.07% 137
2025
Q1 		$3.62M Buy
69,174
+30,937
+81% +$1.61M 0.1% 103
2024
Q4 		$1.98M Sell
38,237
-10,000
-21% -$520K 0.05% 150
2024
Q3 		$2.54M Hold
48,237
– – 0.06% 133
2024
Q2 		$2.47M Hold
48,237
– – 0.07% 128
2024
Q1 		$2.47M Buy
48,237
+30,937
+179% +$1.58M 0.07% 127
2023
Q4 		$887K Buy
+17,300
New +$869K 0.03% 191

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

AlTi Global's IGSB Position: Q2 2026 in Review

AlTi Global held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 59,360 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #141.

AlTi Global first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62M in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • AlTi Global held 59,360 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.11M as of Q2 2026.
  • AlTi Global 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 0.06% of AlTi Global's portfolio in Q2 2026, its #141 holding.
  • AlTi Global first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.62M in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.