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Benjamin Edwards Inc’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Benjamin Edwards Inc’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 		$2.78M Sell
52,986
-929,179
-95% -$48.7M 0.03% 479
2026
Q1 		$51.6M Buy
982,165
+443,959
+82% +$23.5M 0.51% 43
2025
Q4 		$28.5M Buy
538,206
+38,931
+8% +$2.06M 0.31% 90
2025
Q3 		$26.5M Buy
499,275
+461,505
+1,222% +$24.4M 0.3% 87
2025
Q2 		$1.99M Sell
37,770
-1,158
-3% -$60.5K 0.03% 461
2025
Q1 		$2.04M Sell
38,928
-373,295
-91% -$19.4M 0.03% 409
2024
Q4 		$21.3M Sell
412,223
-81,084
-16% -$4.22M 0.3% 90
2024
Q3 		$26M Buy
493,307
+454,155
+1,160% +$23.6M 0.38% 75
2024
Q2 		$2.01M Buy
39,152
+18,759
+92% +$957K 0.39% 68
2024
Q1 		$1.05M Buy
+20,393
New +$1.04M 0.21% 128
2023
Q4 		– Sell
-44
Closed -$2K – 649
2023
Q3 		$2K Hold
44
– – ﹤0.01% 619
2023
Q2 		$2K Hold
44
– – ﹤0.01% 642
2023
Q1 		$2K Sell
44
-62,538
-100% -$3.14M ﹤0.01% 663
2022
Q4 		$3.12M Buy
62,582
+61,397
+5,181% +$3.04M 0.82% 33
2022
Q3 		$58K Sell
1,185
-14
-1% -$707 0.02% 406
2022
Q2 		$61K Sell
1,199
-55,233
-98% -$2.81M 0.02% 410
2022
Q1 		$2.92M Buy
56,432
+26,591
+89% +$1.4M 0.85% 24
2021
Q4 		$1.61M Sell
29,841
-7,320
-20% -$396K 0.52% 55
2021
Q3 		$2.03M Buy
37,161
+18,240
+96% +$999K 1.23% 9
2021
Q2 		$1.04M Sell
18,921
-10,228
-35% -$560K 0.71% 46
2021
Q1 		$1.59M Sell
29,149
-27,398
-48% -$1.5M 1.21% 12
2020
Q4 		$3.12M Sell
56,547
-10,787
-16% -$593K 2.42% 2
2020
Q3 		$3.7M Buy
67,334
+14,570
+28% +$800K 3.05% 1
2020
Q2 		$2.89M Buy
+52,764
New +$2.84M 2.41% 4

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

Benjamin Edwards Inc's IGSB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 95% in Q2 2026, selling an estimated $48.7M and leaving 52,986 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #479.

Benjamin Edwards Inc first reported a position in IGSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $51.6M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Benjamin Edwards Inc held 52,986 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.78M as of Q2 2026.
  • Benjamin Edwards Inc sold 929,179 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $48.7M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #479 holding.
  • Benjamin Edwards Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Benjamin Edwards Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $51.6M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.