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

Boreal 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 		$26.3K Buy
+501
New +$26.3K 0.02% 233
2026
Q1 		– Sell
-501
Closed -$26.5K – 229
2025
Q4 		$26.5K Hold
501
– – 0.02% 243
2025
Q3 		$26.6K Hold
501
– – 0.02% 253
2025
Q2 		$26.4K Buy
+501
New +$26.2K 0.02% 255

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

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

Boreal Capital Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 501 shares worth $26.3K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in IGSB as recently as Q4 2025.

Boreal Capital Management first reported a position in IGSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $26.6K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Boreal Capital Management held 501 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $26.3K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #233 holding.
  • Boreal Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $26.6K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.