BankPlus Trust Department’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

BankPlus Trust Department’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	$632K	Hold	12,066	–	–	0.15%	117
2026 Q1	$634K	Sell	12,066 -256	-2%	-$13.5K	0.17%	112
2025 Q4	$652K	Sell	12,322 -1,003	-8%	-$53.1K	0.17%	105
2025 Q3	$707K	Sell	13,325 -589	-4%	-$31.1K	0.19%	101
2025 Q2	$734K	Sell	13,914 -270	-2%	-$14.1K	0.22%	91
2025 Q1	$743K	Buy	14,184 +778	+6%	+$40.4K	0.25%	81
2024 Q4	$693K	Buy	+13,406	New	+$697K	0.23%	87

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 22.9% 1-Year Est. Return

BankPlus Trust Department's IGSB Position: Q2 2026 in Review

BankPlus Trust Department held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 12,066 shares worth $632K. The position accounts for 0.15% of the portfolio, ranked #117.

BankPlus Trust Department first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

BankPlus Trust Department held 12,066 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $632K as of Q2 2026.
BankPlus Trust Department left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of BankPlus Trust Department's portfolio in Q2 2026, its #117 holding.
BankPlus Trust Department first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $743K in Q1 2025.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.