Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bartlett & Co 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 		$25.1M Sell
479,786
-10,039
-2% -$526K 0.31% 65
2026
Q1 		$25.7M Sell
489,825
-22,191
-4% -$1.17M 0.33% 61
2025
Q4 		$27.1M Sell
512,016
-17,588
-3% -$931K 0.35% 59
2025
Q3 		$28.1M Sell
529,604
-163,919
-24% -$8.65M 0.37% 59
2025
Q2 		$36.6M Buy
693,523
+42,776
+7% +$2.23M 0.51% 54
2025
Q1 		$34.1M Buy
650,747
+21,636
+3% +$1.12M 0.5% 53
2024
Q4 		$32.5M Buy
629,111
+42,946
+7% +$2.23M 0.47% 55
2024
Q3 		$30.9M Buy
586,165
+35,557
+6% +$1.85M 0.44% 56
2024
Q2 		$28.2M Buy
550,608
+11,294
+2% +$576K 0.43% 57
2024
Q1 		$27.7M Buy
539,314
+73,006
+16% +$3.74M 0.43% 57
2023
Q4 		$23.9M Buy
466,308
+81,606
+21% +$4.1M 0.39% 58
2023
Q3 		$19.2M Sell
384,702
-3,603
-0.9% -$180K 0.34% 67
2023
Q2 		$19.5M Buy
388,305
+8,713
+2% +$439K 0.34% 69
2023
Q1 		$19.2M Sell
379,592
-9,545
-2% -$479K 0.37% 66
2022
Q4 		$19.4M Buy
389,137
+52,554
+16% +$2.6M 0.39% 68
2022
Q3 		$16.6M Buy
336,583
+1,278
+0.4% +$64.5K 0.36% 68
2022
Q2 		$16.9M Buy
335,305
+6,293
+2% +$320K 0.34% 70
2022
Q1 		$17M Buy
329,012
+1,836
+0.6% +$96.8K 0.3% 76
2021
Q4 		$17.6M Buy
327,176
+12,991
+4% +$703K 0.3% 73
2021
Q3 		$17.2M Buy
314,185
+25,315
+9% +$1.39M 0.33% 71
2021
Q2 		$15.8M Buy
288,870
+37,552
+15% +$2.06M 0.3% 74
2021
Q1 		$13.7M Buy
251,318
+52,650
+27% +$2.89M 0.28% 76
2020
Q4 		$11M Buy
198,668
+65,069
+49% +$3.58M 0.23% 85
2020
Q3 		$7.34M Buy
133,599
+5,266
+4% +$289K 0.17% 103
2020
Q2 		$7.02M Buy
128,333
+11,038
+9% +$595K 0.18% 102
2020
Q1 		$6.14M Buy
117,295
+28,766
+32% +$1.53M 0.19% 106
2019
Q4 		$4.75M Buy
88,529
+6,602
+8% +$354K 0.12% 125
2019
Q3 		$4.4M Buy
81,927
+5,309
+7% +$284K 0.12% 124
2019
Q2 		$4.09M Buy
76,618
+4,078
+6% +$216K 0.15% 97
2019
Q1 		$3.83M Buy
72,540
+33,429
+85% +$1.74M 0.15% 99
2018
Q4 		$2.02M Sell
39,111
-2,121
-5% -$109K 0.09% 126
2018
Q3 		$2.14M Sell
41,232
-1,270
-3% -$65.9K 0.08% 124
2018
Q2 		$2.2M Buy
42,502
+376
+0.9% +$19.5K 0.09% 118
2018
Q1 		$2.19M Buy
+42,126
New +$2.19M 0.09% 119

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
EP Wealth Advisors
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
Allstate Corporation
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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bartlett & Co Wealth Management's IGSB Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2% in Q2 2026, selling an estimated $526K and leaving 479,786 shares worth $25.1M. The position accounts for 0.31% of the portfolio, ranked #65.

Bartlett & Co Wealth Management first reported a position in IGSB in Q1 2018 and has held it in 34 quarters since. The position peaked at $36.6M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Bartlett & Co Wealth Management held 479,786 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $25.1M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 10,039 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $526K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.31% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $36.6M in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.