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Boston Family Office’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Boston Family Office’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 		$695K Hold
13,270
– – 0.04% 195
2026
Q1 		$697K Sell
13,270
-208
-2% -$11K 0.05% 194
2025
Q4 		$713K Buy
13,478
+4,028
+43% +$213K 0.05% 181
2025
Q3 		$501K Hold
9,450
– – 0.03% 209
2025
Q2 		$499K Hold
9,450
– – 0.03% 210
2025
Q1 		$495K Buy
9,450
+190
+2% +$9.88K 0.04% 203
2024
Q4 		$479K Sell
9,260
-74
-0.8% -$3.85K 0.03% 201
2024
Q3 		$492K Hold
9,334
– – 0.03% 202
2024
Q2 		$478K Hold
9,334
– – 0.03% 198
2024
Q1 		$479K Hold
9,334
– – 0.03% 194
2023
Q4 		$479K Buy
9,334
+80
+0.9% +$4.02K 0.04% 198
2023
Q3 		$461K Hold
9,254
– – 0.04% 190
2023
Q2 		$464K Hold
9,254
– – 0.04% 199
2023
Q1 		$468K Hold
9,254
– – 0.04% 199
2022
Q4 		$461K Sell
9,254
-2,585
-22% -$128K 0.04% 202
2022
Q3 		$584K Hold
11,839
– – 0.05% 179
2022
Q2 		$598K Hold
11,839
– – 0.05% 182
2022
Q1 		$612K Hold
11,839
– – 0.04% 188
2021
Q4 		$638K Hold
11,839
– – 0.04% 192
2021
Q3 		$647K Hold
11,839
– – 0.05% 189
2021
Q2 		$649K Hold
11,839
– – 0.05% 187
2021
Q1 		$647K Buy
11,839
+74
+0.6% +$4.06K 0.05% 186
2020
Q4 		$649K Buy
+11,765
New +$647K 0.05% 182

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

Boston Family Office's IGSB Position: Q2 2026 in Review

Boston Family Office held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 13,270 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #195.

Boston Family Office first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $713K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Boston Family Office held 13,270 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $695K as of Q2 2026.
  • Boston Family Office left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Boston Family Office's portfolio in Q2 2026, its #195 holding.
  • Boston Family Office first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Boston Family Office's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $713K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.