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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Autumn Glory Partners's IGSB Position: Q1 2026 in Review

Autumn Glory Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 138% in Q1 2026, buying an estimated $1.85M and bringing the position to 60,533 shares worth $3.18M. The position accounts for 1.17% of the portfolio, ranked #17.

Autumn Glory Partners first reported a position in IGSB in Q4 2022 and has held it in 12 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Autumn Glory Partners held 60,533 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.18M as of Q1 2026.
Autumn Glory Partners bought 35,086 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.85M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.17% of Autumn Glory Partners's portfolio in Q1 2026, its #17 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 12 quarters since.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.