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Barrett & Company’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Barrett & Company’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 		$41.9K Hold
800
– – 0.01% 337
2026
Q1 		$42K Hold
800
– – 0.01% 311
2025
Q4 		$42.3K Hold
800
– – 0.01% 316
2025
Q3 		$42.4K Hold
800
– – 0.01% 320
2025
Q2 		$42.2K Hold
800
– – 0.02% 327
2025
Q1 		$41.9K Hold
800
– – 0.02% 290
2024
Q4 		$41.4K Hold
800
– – 0.02% 293
2024
Q3 		$42.1K Hold
800
– – 0.02% 288
2024
Q2 		$41K Hold
800
– – 0.02% 295
2024
Q1 		$41K Hold
800
– – 0.02% 298
2023
Q4 		$41K Hold
800
– – 0.02% 273
2023
Q3 		$39.9K Buy
+800
New +$40K 0.02% 267

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

Barrett & Company's IGSB Position: Q2 2026 in Review

Barrett & Company held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 800 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #337.

Barrett & Company first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.4K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Barrett & Company held 800 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $41.9K as of Q2 2026.
  • Barrett & Company 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 0.01% of Barrett & Company's portfolio in Q2 2026, its #337 holding.
  • Barrett & Company first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Barrett & Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $42.4K in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.