AGP
IGSB icon

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

Autumn Glory 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 		$3.62M Buy
69,120
+8,587
+14% +$450K 1.03% 25
2026
Q1 		$3.18M Buy
60,533
+35,086
+138% +$1.85M 1.17% 17
2025
Q4 		$1.35M Hold
25,447
– – 0.47% 61
2025
Q3 		$1.35M Buy
+25,447
New +$1.34M 0.55% 51
2025
Q2 		– Sell
-6,605
Closed -$346K – 194
2025
Q1 		$346K Hold
6,605
– – 0.17% 127
2024
Q4 		$341K Buy
6,605
+1,437
+28% +$74.7K 0.17% 121
2024
Q3 		$272K Sell
5,168
-317
-6% -$16.5K 0.1% 177
2024
Q2 		$281K Hold
5,485
– – 0.14% 134
2024
Q1 		$281K Hold
5,485
– – 0.14% 131
2023
Q4 		$281K Hold
5,485
– – 0.16% 128
2023
Q3 		$273K Buy
+5,485
New +$274K 0.17% 119
2023
Q2 		– Sell
-5,385
Closed -$272K – 157
2023
Q1 		$272K Buy
5,385
+985
+22% +$49.5K 0.23% 98
2022
Q4 		$219K Buy
+4,400
New +$218K 0.12% 148

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

Autumn Glory Partners's IGSB Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q2 2026, buying an estimated $450K and bringing the position to 69,120 shares worth $3.62M. The position accounts for 1.03% of the portfolio, ranked #25.

Autumn Glory Partners first reported a position in IGSB in Q4 2022 and has held it in 13 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Autumn Glory Partners held 69,120 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.62M as of Q2 2026.
  • Autumn Glory Partners bought 8,587 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $450K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.03% of Autumn Glory Partners's portfolio in Q2 2026, its #25 holding.
  • Autumn Glory Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.