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

Boltwood Capital Management’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 		$4.26M Buy
81,305
+590
+0.7% +$30.9K 0.98% 29
2026
Q1 		$4.24M Sell
80,715
-1,650
-2% -$87.2K 1.08% 27
2025
Q4 		$4.36M Buy
82,365
+1,976
+2% +$105K 1.13% 24
2025
Q3 		$4.26M Buy
80,389
+2,277
+3% +$120K 1.13% 23
2025
Q2 		$4.12M Sell
78,112
-540
-0.7% -$28.2K 1.17% 23
2025
Q1 		$4.12M Buy
78,652
+106
+0.1% +$5.51K 1.25% 21
2024
Q4 		$4.06M Buy
78,546
+675
+0.9% +$35.1K 1.24% 23
2024
Q3 		$4.1M Buy
77,871
+5,056
+7% +$263K 1.22% 22
2024
Q2 		$3.73M Buy
72,815
+5,355
+8% +$273K 1.17% 24
2024
Q1 		$3.46M Buy
67,460
+4,680
+7% +$239K 1.07% 25
2023
Q4 		$3.22M Buy
62,780
+5,060
+9% +$254K 1.07% 23
2023
Q3 		$2.88M Buy
57,720
+2,500
+5% +$125K 1.07% 24
2023
Q2 		$2.77M Buy
55,220
+1,525
+3% +$76.8K 1% 27
2023
Q1 		$2.71M Buy
53,695
+13,285
+33% +$667K 1.01% 27
2022
Q4 		$2.01M Buy
40,410
+7,825
+24% +$387K 0.82% 38
2022
Q3 		$1.61M Buy
32,585
+5,150
+19% +$260K 0.74% 39
2022
Q2 		$1.39M Buy
27,435
+17,500
+176% +$891K 0.6% 52
2022
Q1 		$514K Buy
9,935
+3,810
+62% +$201K 0.2% 112
2021
Q4 		$330K Buy
+6,125
New +$332K 0.12% 132
2018
Q3 		– Sell
-14,240
Closed -$738K – 131
2018
Q2 		$738K Sell
14,240
-140
-1% -$7.26K 0.48% 72
2018
Q1 		$746K Buy
14,380
+780
+6% +$40.6K 0.51% 62
2017
Q4 		$710K Hold
13,600
– – 0.43% 73
2017
Q3 		$716K Sell
13,600
-2,600
-16% -$137K 0.47% 69
2017
Q2 		$853K Hold
16,200
– – 0.58% 60
2017
Q1 		$852K Hold
16,200
– – 0.6% 59
2016
Q4 		$850K Sell
16,200
-1,000
-6% -$52.6K 0.65% 52
2016
Q3 		$909K Buy
17,200
+150
+0.9% +$7.94K 0.73% 46
2016
Q2 		$904K Hold
17,050
– – 0.75% 45
2016
Q1 		$899K Hold
17,050
– – 0.79% 44
2015
Q4 		$892K Buy
+17,050
New +$895K 0.82% 41

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

Boltwood Capital Management's IGSB Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.73% in Q2 2026, buying an estimated $30.9K and bringing the position to 81,305 shares worth $4.26M. The position accounts for 0.98% of the portfolio, ranked #29.

Boltwood Capital Management first reported a position in IGSB in Q4 2015 and has held it in 30 quarters since. The position peaked at $4.36M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Boltwood Capital Management held 81,305 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.26M as of Q2 2026.
  • Boltwood Capital Management bought 590 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.98% of Boltwood Capital Management's portfolio in Q2 2026, its #29 holding.
  • Boltwood Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 30 quarters since.
  • Boltwood Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.36M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.