Blue Fin Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Blue Fin Capital’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	$24.6M	Buy	469,389 +29,060	+7%	+$1.52M	3.56%	6
2026 Q1	$23.1M	Buy	440,329 +33,799	+8%	+$1.79M	3.8%	6
2025 Q4	$21.5M	Buy	406,530 +42,440	+12%	+$2.25M	3.33%	7
2025 Q3	$19.3M	Buy	364,090 +27,297	+8%	+$1.44M	3.04%	7
2025 Q2	$17.8M	Buy	336,793 +12,919	+4%	+$675K	3.03%	7
2025 Q1	$17M	Buy	323,874 +17,255	+6%	+$897K	3.29%	6
2024 Q4	$15.9M	Buy	306,619 +20,071	+7%	+$1.04M	2.92%	7
2024 Q3	$15.1M	Buy	286,548 +35,165	+14%	+$1.83M	2.87%	7
2024 Q2	$12.9M	Buy	251,383 +22,662	+10%	+$1.16M	2.57%	7
2024 Q1	$11.7M	Buy	228,721 +32,145	+16%	+$1.64M	2.61%	9
2023 Q4	$10.1M	Buy	196,576 +23,431	+14%	+$1.18M	2.59%	9
2023 Q3	$8.63M	Buy	173,145 +10,431	+6%	+$522K	2.52%	9
2023 Q2	$8.16M	Buy	162,714 +14,042	+9%	+$707K	2.33%	9
2023 Q1	$7.54M	Buy	148,672 +28,843	+24%	+$1.45M	2.44%	9
2022 Q4	$5.97M	Buy	119,829 +46,343	+63%	+$2.29M	2.19%	10
2022 Q3	$3.62M	Buy	73,486 +31,424	+75%	+$1.59M	1.37%	17
2022 Q2	$2.13M	Buy	+42,062	New	+$2.14M	0.75%	36

Other funds holding IGSB

MMI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Blue Fin Capital's IGSB Position: Q2 2026 in Review

Blue Fin Capital increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.6% in Q2 2026, buying an estimated $1.52M and bringing the position to 469,389 shares worth $24.6M. The position accounts for 3.56% of the portfolio, ranked #6.

Blue Fin Capital first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. 563 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Blue Fin Capital held 469,389 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $24.6M as of Q2 2026.
Blue Fin Capital bought 29,060 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.52M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.56% of Blue Fin Capital's portfolio in Q2 2026, its #6 holding.
Blue Fin Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
563 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.