Bellevue Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bellevue Asset 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	$2.25K	Buy	43 +1	+2%	+$52	﹤0.01%	440
2026 Q1	$2.23K	Hold	42	–	–	﹤0.01%	350
2025 Q4	$2.23K	Buy	42 +1	+2%	+$53	﹤0.01%	427
2025 Q3	$2.2K	Hold	41	–	–	﹤0.01%	427
2025 Q2	$2.17K	Buy	41 +1	+3%	+$52	﹤0.01%	426
2025 Q1	$2.13K	Hold	40	–	–	﹤0.01%	418
2024 Q4	$2.09K	Buy	40 +1	+3%	+$52	﹤0.01%	436
2024 Q3	$2.1K	Hold	39	–	–	﹤0.01%	411
2024 Q2	$2.02K	Hold	39	–	–	﹤0.01%	409
2024 Q1	$2K	Hold	39	–	–	﹤0.01%	410
2023 Q4	$2K	Hold	39	–	–	﹤0.01%	404
2023 Q3	$1.94K	Hold	39	–	–	﹤0.01%	393
2023 Q2	$1.96K	Buy	+39	New	+$1.97K	﹤0.01%	408

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

Bellevue Asset Management's IGSB Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q2 2026, buying an estimated $52 and bringing the position to 43 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bellevue Asset Management first reported a position in IGSB in Q2 2023 and has held it in 13 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Bellevue Asset Management held 43 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.25K as of Q2 2026.
Bellevue Asset Management bought 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $52.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #440 holding.
Bellevue Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.