BG Investment Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

BG Investment Services’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	$2.98M	Buy	56,772 +2,746	+5%	+$145K	2.48%	10
2025 Q4	$2.86M	Sell	54,026 -3,246	-6%	-$172K	2.55%	9
2025 Q3	$3.04M	Buy	57,272 +725	+1%	+$38.3K	3%	9
2025 Q2	$3.03M	Sell	56,547 -5,826	-9%	-$304K	3.79%	7
2025 Q1	$3.27M	Sell	62,373 -52,247	-46%	-$2.72M	3.52%	6
2024 Q4	$5.93M	Buy	+114,620	New	+$5.96M	5.97%	5
2022 Q4	$5.93M	Buy	118,984 +2,106	+2%	+$104K	6.46%	5
2022 Q3	$5.76M	Sell	116,878 -4,931	-4%	-$249K	7.01%	5
2022 Q2	$6.16M	Sell	121,809 -647	-0.5%	-$32.9K	6.79%	5
2022 Q1	$6.33M	Buy	122,456 +2,071	+2%	+$109K	6.19%	5
2021 Q4	$6.49M	Buy	+120,385	New	+$6.52M	5.85%	6

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BG Investment Services's IGSB Position: Q1 2026 in Review

BG Investment Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.1% in Q1 2026, buying an estimated $145K and bringing the position to 56,772 shares worth $2.98M. The position accounts for 2.48% of the portfolio, ranked #10.

BG Investment Services first reported a position in IGSB in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.49M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

BG Investment Services held 56,772 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.98M as of Q1 2026.
BG Investment Services bought 2,746 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $145K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.48% of BG Investment Services's portfolio in Q1 2026, its #10 holding.
BG Investment Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
BG Investment Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.49M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.