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

Blalock Williams’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	$941K	Sell	17,898 -346	-2%	-$18.3K	0.73%	37
2025 Q4	$965K	Buy	18,244 +454	+3%	+$24K	0.77%	35
2025 Q3	$943K	Hold	17,790	–	–	0.83%	30
2025 Q2	$939K	Buy	17,790 +64	+0.4%	+$3.34K	0.94%	30
2025 Q1	$928K	Hold	17,726	–	–	1.04%	29
2024 Q4	$916K	Buy	+17,726	New	+$921K	1.07%	26

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

Blalock Williams's IGSB Position: Q1 2026 in Review

Blalock Williams reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.9% in Q1 2026, selling an estimated $18.3K and leaving 17,898 shares worth $941K. The position accounts for 0.73% of the portfolio, ranked #37.

Blalock Williams first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $965K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Blalock Williams held 17,898 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $941K as of Q1 2026.
Blalock Williams sold 346 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.3K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.73% of Blalock Williams's portfolio in Q1 2026, its #37 holding.
Blalock Williams first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $965K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.