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

Aspen Investment Management’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 		$8.33M Buy
158,883
+6,879
+5% +$361K 2.24% 8
2026
Q1 		$7.99M Buy
152,004
+7,456
+5% +$394K 2.45% 8
2025
Q4 		$7.64M Buy
144,548
+14,679
+11% +$777K 2.3% 8
2025
Q3 		$6.89M Buy
129,869
+13,860
+12% +$732K 2.66% 7
2025
Q2 		$6.12M Buy
116,009
+10,397
+10% +$543K 2.57% 7
2025
Q1 		$5.53M Buy
105,612
+7,469
+8% +$388K 2.55% 7
2024
Q4 		$5.07M Buy
98,143
+12,137
+14% +$631K 2.36% 7
2024
Q3 		$4.53M Buy
86,006
+3,745
+5% +$195K 2.11% 7
2024
Q2 		$4.21M Buy
82,261
+10,333
+14% +$527K 2.1% 7
2024
Q1 		$3.69M Buy
71,928
+8,187
+13% +$419K 1.87% 9
2023
Q4 		$3.27M Sell
63,741
-20,668
-24% -$1.04M 1.83% 10
2023
Q3 		$4.21M Buy
84,409
+7,689
+10% +$385K 2.55% 9
2023
Q2 		$3.85M Buy
76,720
+19,813
+35% +$998K 2.29% 9
2023
Q1 		$2.88M Buy
56,907
+1,490
+3% +$74.8K 1.84% 11
2022
Q4 		$2.76M Sell
55,417
-7,773
-12% -$385K 1.81% 11
2022
Q3 		$3.11M Sell
63,190
-8,400
-12% -$424K 2.08% 8
2022
Q2 		$3.62M Buy
71,590
+5,280
+8% +$269K 2.27% 8
2022
Q1 		$3.43M Buy
66,310
+4,685
+8% +$247K 1.8% 11
2021
Q4 		$3.32M Buy
61,625
+1,477
+2% +$80K 1.64% 13
2021
Q3 		$3.29M Buy
60,148
+74
+0.1% +$4.05K 1.74% 13
2021
Q2 		$3.29M Buy
60,074
+100
+0.2% +$5.48K 1.72% 11
2021
Q1 		$3.28M Buy
59,974
+252
+0.4% +$13.8K 1.83% 10
2020
Q4 		$3.29M Buy
59,722
+2,487
+4% +$137K 1.95% 10
2020
Q3 		$3.14M Sell
57,235
-1,500
-3% -$82.4K 2.1% 10
2020
Q2 		$3.21M Buy
58,735
+700
+1% +$37.7K 2.3% 9
2020
Q1 		$3.04M Sell
58,035
-275
-0.5% -$14.6K 2.63% 6
2019
Q4 		$3.13M Buy
58,310
+35,630
+157% +$1.91M 1.95% 9
2019
Q3 		$1.22M Hold
22,680
– – 0.81% 36
2019
Q2 		$1.21M Hold
22,680
– – 0.8% 38
2019
Q1 		$1.2M Hold
22,680
– – 0.84% 34
2018
Q4 		$1.17M Sell
22,680
-8,800
-28% -$454K 0.94% 32
2018
Q3 		$1.63M Hold
31,480
– – 1.08% 22
2018
Q2 		$1.63M Hold
31,480
– – 1.13% 19
2018
Q1 		$1.63M Sell
31,480
-200
-0.6% -$10.4K 1.17% 18
2017
Q4 		$1.66M Sell
31,680
-5,526
-15% -$290K 1.18% 18
2017
Q3 		$1.96M Sell
37,206
-1,480
-4% -$78K 1.46% 15
2017
Q2 		$2.04M Sell
38,686
-200
-0.5% -$10.5K 1.53% 15
2017
Q1 		$2.05M Buy
38,886
+7,800
+25% +$410K 1.52% 14
2016
Q4 		$1.63M Buy
31,086
+48
+0.2% +$2.52K 1.23% 15
2016
Q3 		$1.64M Buy
31,038
+5,420
+21% +$287K 1.3% 15
2016
Q2 		$1.36M Buy
25,618
+400
+2% +$21.1K 1.12% 19
2016
Q1 		$1.33M Hold
25,218
– – 1.22% 19
2015
Q4 		$1.32M Buy
25,218
+1,800
+8% +$94.5K 1.31% 17
2015
Q3 		$1.23M Sell
23,418
-722
-3% -$37.9K 1.2% 19
2015
Q2 		$1.27M Hold
24,140
– – 1.07% 20
2015
Q1 		$1.27M Buy
24,140
+2,400
+11% +$126K 1.02% 22
2014
Q4 		$1.14M Buy
21,740
+600
+3% +$31.6K 0.96% 27
2014
Q3 		$1.11M Buy
21,140
+2,000
+10% +$105K 0.93% 27
2014
Q2 		$1.01M Buy
19,140
+10,000
+109% +$528K 0.62% 53
2014
Q1 		$482K Sell
9,140
-400
-4% -$21.1K 0.31% 84
2013
Q4 		$503K Buy
9,540
+4,760
+100% +$251K 0.34% 85
2013
Q3 		$252K Buy
+4,780
New +$251K 0.18% 101

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Aspen Investment Management's IGSB Position: Q2 2026 in Review

Aspen Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.5% in Q2 2026, buying an estimated $361K and bringing the position to 158,883 shares worth $8.33M. The position accounts for 2.24% of the portfolio, ranked #8.

Aspen Investment Management first reported a position in IGSB in Q3 2013 and has held it in 52 quarters since. 334 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Aspen Investment Management held 158,883 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.33M as of Q2 2026.
  • Aspen Investment Management bought 6,879 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $361K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.24% of Aspen Investment Management's portfolio in Q2 2026, its #8 holding.
  • Aspen Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 52 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.