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Brick & Kyle Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brick & Kyle Associates’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 		$247K Buy
+4,702
New +$249K 0.08% 85
2020
Q2 		– Sell
-21,219
Closed -$1.11M – 63
2020
Q1 		$1.11M Buy
+21,219
New +$1.13M 1.04% 29
2018
Q2 		$1.21M Sell
23,382
-390
-2% -$20.2K 0.95% 36
2018
Q1 		$1.23M Sell
23,772
-950
-4% -$49.4K 1% 34
2017
Q4 		$1.29M Buy
24,722
+250
+1% +$13.1K 1.05% 32
2017
Q3 		$1.29M Buy
24,472
+600
+3% +$31.6K 1.04% 34
2017
Q2 		$1.26M Sell
23,872
-184
-0.8% -$9.68K 1.08% 32
2017
Q1 		$1.27M Sell
24,056
-1,532
-6% -$80.5K 0.98% 33
2016
Q4 		$1.34M Sell
25,588
-168
-0.7% -$8.84K 1.08% 33
2016
Q3 		$1.36M Sell
25,756
-400
-2% -$21.2K 1.1% 34
2016
Q2 		$1.39M Sell
26,156
-2,670
-9% -$141K 1.14% 33
2016
Q1 		$1.52M Sell
28,826
-1,000
-3% -$52.4K 1.32% 31
2015
Q4 		$1.56M Sell
29,826
-100
-0.3% -$5.25K 1.38% 31
2015
Q3 		$1.57M Buy
29,926
+130
+0.4% +$6.83K 1.48% 24
2015
Q2 		$1.57M Sell
29,796
-2,204
-7% -$116K 1.31% 29
2015
Q1 		$1.69M Sell
32,000
-570
-2% -$30K 1.44% 26
2014
Q4 		$1.71M Buy
+32,570
New +$1.71M 1.48% 25

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brick & Kyle Associates's IGSB Position: Q1 2026 in Review

Brick & Kyle Associates opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 4,702 shares worth $247K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings. This is a return to the name: Brick & Kyle Associates previously reported a position in IGSB as recently as Q1 2020.

Brick & Kyle Associates first reported a position in IGSB in Q4 2014 and has held it in 17 quarters since. The position peaked at $1.71M in Q4 2014. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Brick & Kyle Associates held 4,702 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $247K as of Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Brick & Kyle Associates position in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Brick & Kyle Associates's portfolio in Q1 2026, its #85 holding.
  • Brick & Kyle Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 17 quarters since.
  • Brick & Kyle Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.71M in Q4 2014.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.