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

Belpointe 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 		$873K Buy
16,658
+2,206
+15% +$116K 0.03% 537
2026
Q1 		$760K Buy
14,452
+8,818
+157% +$466K 0.03% 552
2025
Q4 		$298K Sell
5,634
-23,902
-81% -$1.27M 0.01% 826
2025
Q3 		$1.57M Buy
29,536
+5,052
+21% +$267K 0.06% 278
2025
Q2 		$1.29M Sell
24,484
-3,375
-12% -$176K 0.05% 285
2025
Q1 		$1.46M Buy
+27,859
New +$1.45M 0.08% 250
2023
Q2 		– Sell
-6,293
Closed -$318K – 1876
2023
Q1 		$318K Sell
6,293
-5,496
-47% -$276K 0.02% 720
2022
Q4 		$587K Sell
11,789
-10,832
-48% -$536K 0.04% 469
2022
Q3 		$1.12M Sell
22,621
-29,974
-57% -$1.51M 0.08% 265
2022
Q2 		$2.66M Buy
52,595
+2,767
+6% +$141K 0.18% 118
2022
Q1 		$2.58M Buy
49,828
+25,202
+102% +$1.33M 0.16% 134
2021
Q4 		$1.33M Sell
24,626
-509
-2% -$27.6K 0.08% 242
2021
Q3 		$1.37M Buy
25,135
+16,000
+175% +$876K 0.09% 234
2021
Q2 		$501K Buy
9,135
+3,114
+52% +$171K 0.04% 501
2021
Q1 		$330K Sell
6,021
-17,393
-74% -$955K 0.03% 567
2020
Q4 		$1.29M Buy
23,414
+1,386
+6% +$76.2K 0.12% 208
2020
Q3 		$1.21M Buy
22,028
+3,878
+21% +$213K 0.13% 168
2020
Q2 		$993K Buy
18,150
+9,619
+113% +$518K 0.13% 174
2020
Q1 		$447K Sell
8,531
-9,457
-53% -$503K 0.08% 261
2019
Q4 		$965K Buy
17,988
+7,234
+67% +$388K 0.12% 185
2019
Q3 		$577K Buy
+10,754
New +$575K 0.09% 241

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

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

Belpointe Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, buying an estimated $116K and bringing the position to 16,658 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #537.

Belpointe Asset Management first reported a position in IGSB in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.66M in Q2 2022. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Belpointe Asset Management held 16,658 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $873K as of Q2 2026.
  • Belpointe Asset Management bought 2,206 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #537 holding.
  • Belpointe Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Belpointe Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.66M in Q2 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.