Bull Street Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bull Street Advisors’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	$4.41M	Buy	84,055 +940	+1%	+$49.3K	2.01%	14
2026 Q1	$4.37M	Sell	83,115 -400	-0.5%	-$21.1K	2.16%	13
2025 Q4	$4.42M	Buy	83,515 +1,025	+1%	+$54.3K	2.05%	14
2025 Q3	$4.37M	Sell	82,490 -40	-0%	-$2.11K	2.04%	12
2025 Q2	$4.35M	Hold	82,530	–	–	2.09%	13
2025 Q1	$4.32M	Sell	82,530 -2,000	-2%	-$104K	2.07%	13
2024 Q4	$4.49M	Sell	84,530 -1,500	-2%	-$78K	2.17%	12
2024 Q3	$4.53M	Sell	86,030 -1,400	-2%	-$72.9K	2.1%	13
2024 Q2	$4.48M	Sell	87,430 -365	-0.4%	-$18.6K	2.16%	12
2024 Q1	$4.5M	Hold	87,795	–	–	2.16%	12
2023 Q4	$4.5M	Sell	87,795 -1,050	-1%	-$52.7K	2.28%	12
2023 Q3	$4.43M	Sell	88,845 -7,060	-7%	-$353K	2.34%	13
2023 Q2	$4.81M	Sell	95,905 -1,400	-1%	-$70.5K	2.47%	11
2023 Q1	$4.92M	Sell	97,305 -975	-1%	-$49K	2.55%	12
2022 Q4	$4.9M	Sell	98,280 -1,500	-2%	-$74.3K	2.54%	11
2022 Q3	$4.92M	Sell	99,780 -475	-0.5%	-$24K	2.77%	10
2022 Q2	$5.07M	Buy	100,255 +2,875	+3%	+$146K	2.71%	10
2022 Q1	$5.04M	Buy	97,380 +191	+0.2%	+$10.1K	2.45%	12
2021 Q4	$5.24M	Buy	97,189 +4,905	+5%	+$266K	2.5%	13
2021 Q3	$5.04M	Buy	92,284 +7,630	+9%	+$418K	2.6%	12
2021 Q2	$4.64M	Sell	84,654 -900	-1%	-$49.3K	2.48%	13
2021 Q1	$4.68M	Buy	85,554 +1,875	+2%	+$103K	2.64%	13
2020 Q4	$4.62M	Buy	83,679 +1,850	+2%	+$102K	2.78%	12
2020 Q3	$4.49M	Buy	81,829 +3,895	+5%	+$214K	3.07%	10
2020 Q2	$4.26M	Buy	77,934 +15,360	+25%	+$827K	3.28%	9
2020 Q1	$3.28M	Buy	62,574 +425	+0.7%	+$22.6K	2.93%	9
2019 Q4	$3.33M	Buy	62,149 +795	+1%	+$42.6K	2.92%	8
2019 Q3	$3.29M	Buy	+61,354	New	+$3.28M	3.07%	6

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

Bull Street Advisors's IGSB Position: Q2 2026 in Review

Bull Street Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $49.3K and bringing the position to 84,055 shares worth $4.41M. The position accounts for 2.01% of the portfolio, ranked #14.

Bull Street Advisors first reported a position in IGSB in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.24M in Q4 2021. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Bull Street Advisors held 84,055 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.41M as of Q2 2026.
Bull Street Advisors bought 940 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $49.3K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.01% of Bull Street Advisors's portfolio in Q2 2026, its #14 holding.
Bull Street Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Bull Street Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.24M in Q4 2021.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.