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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
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

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MMI
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EWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return