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Brown, Lisle/Cummings’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brown, Lisle/Cummings’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 		$23.6K Hold
450
– – 0.01% 482
2026
Q1 		$23.7K Hold
450
– – 0.01% 449
2025
Q4 		$23.8K Hold
450
– – 0.01% 412
2025
Q3 		$23.9K Hold
450
– – 0.01% 413
2025
Q2 		$23.7K Hold
450
– – 0.01% 408
2025
Q1 		$23.6K Hold
450
– – 0.01% 398
2024
Q4 		$23.3K Hold
450
– – 0.01% 398
2024
Q3 		$23.7K Hold
450
– – 0.01% 375
2024
Q2 		$23.1K Sell
450
-725
-62% -$37K 0.01% 375
2024
Q1 		$60.3K Hold
1,175
– – 0.02% 276
2023
Q4 		$60.2K Sell
1,175
-3,000
-72% -$151K 0.02% 272
2023
Q3 		$208K Hold
4,175
– – 0.09% 176
2023
Q2 		$209K Hold
4,175
– – 0.09% 173
2023
Q1 		$211K Sell
4,175
-1,300
-24% -$65.3K 0.11% 167
2022
Q4 		$273K Sell
5,475
-700
-11% -$34.7K 0.15% 136
2022
Q3 		$304K Sell
6,175
-2,600
-30% -$131K 0.18% 118
2022
Q2 		$444K Buy
+8,775
New +$447K 0.25% 98

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

Brown, Lisle/Cummings's IGSB Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 450 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #482.

Brown, Lisle/Cummings first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $444K in Q2 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Brown, Lisle/Cummings held 450 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $23.6K as of Q2 2026.
  • Brown, Lisle/Cummings 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 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #482 holding.
  • Brown, Lisle/Cummings 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.
  • Brown, Lisle/Cummings's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $444K in Q2 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.