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

Annis Gardner Whiting 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 		– Sell
-5,354
Closed -$281K – 776
2026
Q1 		$281K Buy
5,354
+684
+15% +$36.2K 0.05% 262
2025
Q4 		$247K Buy
4,670
+4,355
+1,383% +$231K 0.05% 265
2025
Q3 		$16.7K Hold
315
– – ﹤0.01% 634
2025
Q2 		$16.6K Buy
+315
New +$16.5K 0.01% 598

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

Annis Gardner Whiting Capital Advisors's IGSB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 5,354 shares — an estimated $281K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IGSB in Q2 2025 and held it in 4 quarters. The position peaked at $281K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5,354 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $281K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $281K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.