BHWM
IGSB icon

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

Bar Harbor Wealth 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 		$23.3M Buy
444,432
+16,880
+4% +$885K 1.25% 21
2026
Q1 		$22.5M Buy
427,552
+17,841
+4% +$943K 1.31% 19
2025
Q4 		$21.7M Buy
409,711
+21,351
+5% +$1.13M 1.25% 21
2025
Q3 		$20.6M Buy
388,360
+15,779
+4% +$833K 1.24% 22
2025
Q2 		$19.7M Sell
372,581
-4,231
-1% -$221K 1.26% 19
2025
Q1 		$19.7M Buy
376,812
+334
+0.1% +$17.4K 1.31% 20
2024
Q4 		$19.5M Sell
376,478
-13,982
-4% -$727K 1.27% 20
2024
Q3 		$20.6M Buy
390,460
+3,665
+0.9% +$191K 1.31% 15
2024
Q2 		$19.8M Buy
386,795
+1,843
+0.5% +$94K 1.31% 15
2024
Q1 		$19.7M Sell
384,952
-448
-0.1% -$22.9K 1.32% 16
2023
Q4 		$19.8M Sell
385,400
-7,121
-2% -$358K 1.47% 14
2023
Q3 		$19.6M Sell
392,521
-37,821
-9% -$1.89M 1.56% 14
2023
Q2 		$21.6M Sell
430,342
-70,943
-14% -$3.57M 1.66% 12
2023
Q1 		$25.3M Sell
501,285
-21,515
-4% -$1.08M 2.02% 8
2022
Q4 		$26M Sell
522,800
-14,402
-3% -$713K 2.08% 8
2022
Q3 		$26.5M Sell
537,202
-15,616
-3% -$788K 2.28% 6
2022
Q2 		$27.9M Buy
552,818
+130,681
+31% +$6.65M 2.24% 6
2022
Q1 		$21.8M Buy
422,137
+279,437
+196% +$14.7M 1.96% 11
2021
Q4 		$7.69M Buy
142,700
+57,130
+67% +$3.09M 0.65% 44
2021
Q3 		$4.68M Buy
85,570
+53,354
+166% +$2.92M 0.44% 57
2021
Q2 		$1.77M Buy
32,216
+4,562
+16% +$250K 0.16% 104
2021
Q1 		$1.51M Buy
+27,654
New +$1.52M 0.15% 110

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

Bar Harbor Wealth Management's IGSB Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.9% in Q2 2026, buying an estimated $885K and bringing the position to 444,432 shares worth $23.3M. The position accounts for 1.25% of the portfolio, ranked #21.

Bar Harbor Wealth Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $27.9M in Q2 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Bar Harbor Wealth Management held 444,432 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $23.3M as of Q2 2026.
  • Bar Harbor Wealth Management bought 16,880 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $885K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.25% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Bar Harbor Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Bar Harbor Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.9M in Q2 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.