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

Anchor Capital Advisors’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	$17.3M	Buy	330,632 +2,008	+0.6%	+$105K	0.49%	71
2026 Q1	$17.3M	Buy	328,624 +8,437	+3%	+$446K	0.49%	74
2025 Q4	$16.9M	Sell	320,187 -4,717	-1%	-$250K	0.49%	70
2025 Q3	$17.2M	Sell	324,904 -3,721	-1%	-$196K	0.5%	69
2025 Q2	$17.3M	Sell	328,625 -8,293	-2%	-$433K	0.51%	69
2025 Q1	$17.6M	Sell	336,918 -41	-0%	-$2.13K	0.53%	70
2024 Q4	$17.4M	Sell	336,959 -1,352	-0.4%	-$70.3K	0.5%	71
2024 Q3	$17.8M	Sell	338,311 -4,044	-1%	-$210K	0.47%	76
2024 Q2	$17.5M	Sell	342,355 -1,917	-0.6%	-$97.8K	0.49%	71
2024 Q1	$17.7M	Sell	344,272 -60,489	-15%	-$3.1M	0.46%	73
2023 Q4	$20.8M	Buy	404,761 +138,783	+52%	+$6.97M	0.55%	60
2023 Q3	$13.3M	Sell	265,978 -12,945	-5%	-$648K	0.37%	81
2023 Q2	$14M	Sell	278,923 -9,409	-3%	-$474K	0.36%	86
2023 Q1	$14.6M	Buy	+288,332	New	+$14.5M	0.39%	78

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

Anchor Capital Advisors's IGSB Position: Q2 2026 in Review

Anchor Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.61% in Q2 2026, buying an estimated $105K and bringing the position to 330,632 shares worth $17.3M. The position accounts for 0.49% of the portfolio, ranked #71.

Anchor Capital Advisors first reported a position in IGSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.8M in Q4 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Anchor Capital Advisors held 330,632 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $17.3M as of Q2 2026.
Anchor Capital Advisors bought 2,008 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.49% of Anchor Capital Advisors's portfolio in Q2 2026, its #71 holding.
Anchor Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Anchor Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.8M in Q4 2023.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.