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

Americana 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 Q2	$285K	Sell	5,429 -300	-5%	-$15.7K	0.01%	498
2026 Q1	$301K	Hold	5,729	–	–	0.01%	418
2025 Q4	$303K	Buy	5,729 +374	+7%	+$19.8K	0.01%	401
2025 Q3	$284K	Hold	5,355	–	–	0.01%	395
2025 Q2	$283K	Buy	5,355 +250	+5%	+$13.1K	0.01%	371
2025 Q1	$267K	Hold	5,105	–	–	0.01%	339
2024 Q4	$264K	Hold	5,105	–	–	0.01%	354
2024 Q3	$269K	Hold	5,105	–	–	0.02%	328
2024 Q2	$262K	Hold	5,105	–	–	0.02%	307
2024 Q1	$262K	Buy	+5,105	New	+$261K	0.02%	306

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

Americana Partners's IGSB Position: Q2 2026 in Review

Americana Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.2% in Q2 2026, selling an estimated $15.7K and leaving 5,429 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #498.

Americana Partners first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Americana Partners held 5,429 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $285K as of Q2 2026.
Americana Partners sold 300 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #498 holding.
Americana Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Americana Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $303K in Q4 2025.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.