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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
Q2 		$2.94M Sell
56,061
-711
-1% -$37.3K 2.12% 11
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
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

BG Investment Services's IGSB Position: Q2 2026 in Review

BG Investment Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.3% in Q2 2026, selling an estimated $37.3K and leaving 56,061 shares worth $2.94M. The position accounts for 2.12% of the portfolio, ranked #11.

BG Investment Services first reported a position in IGSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.49M in Q4 2021. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • BG Investment Services held 56,061 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.94M as of Q2 2026.
  • BG Investment Services sold 711 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $37.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.12% of BG Investment Services's portfolio in Q2 2026, its #11 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 12 quarters since.
  • BG Investment Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.49M in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.