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

Calamos Wealth 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
Q1 		$1.83M Buy
34,776
+2,575
+8% +$136K 0.06% 153
2025
Q4 		$1.7M Sell
32,201
-14,703
-31% -$778K 0.06% 143
2025
Q3 		$2.49M Buy
46,904
+25,498
+119% +$1.35M 0.09% 119
2025
Q2 		$1.13M Hold
21,406
– – 0.05% 161
2025
Q1 		$1.12M Sell
21,406
-967
-4% -$50.3K 0.06% 139
2024
Q4 		$1.16M Hold
22,373
– – 0.06% 131
2024
Q3 		$1.18M Sell
22,373
-2,801
-11% -$146K 0.06% 131
2024
Q2 		$1.29M Sell
25,174
-12,201
-33% -$622K 0.07% 125
2024
Q1 		$1.92M Buy
37,375
+6,702
+22% +$343K 0.11% 105
2023
Q4 		$1.57M Sell
30,673
-7,564
-20% -$380K 0.1% 107
2023
Q3 		$1.91M Sell
38,237
-25,333
-40% -$1.27M 0.14% 94
2023
Q2 		$3.19M Sell
63,570
-5,241
-8% -$264K 0.23% 82
2023
Q1 		$3.48M Sell
68,811
-5,400
-7% -$271K 0.27% 76
2022
Q4 		$3.7M Buy
74,211
+27,095
+58% +$1.34M 0.29% 78
2022
Q3 		$2.32M Buy
47,116
+20,825
+79% +$1.05M 0.2% 90
2022
Q2 		$1.33M Sell
26,291
-29,111
-53% -$1.48M 0.12% 126
2022
Q1 		$2.87M Buy
55,402
+12,241
+28% +$645K 0.21% 94
2021
Q4 		$2.33M Buy
43,161
+15,395
+55% +$834K 0.17% 102
2021
Q3 		$1.52M Hold
27,766
– – 0.12% 124
2021
Q2 		$1.52M Sell
27,766
-2,938
-10% -$161K 0.12% 126
2021
Q1 		$1.68M Sell
30,704
-13,823
-31% -$759K 0.14% 115
2020
Q4 		$2.46M Buy
44,527
+11,822
+36% +$650K 0.22% 79
2020
Q3 		$1.8M Buy
32,705
+18,046
+123% +$991K 0.21% 80
2020
Q2 		$802K Buy
14,659
+7,741
+112% +$417K 0.1% 131
2020
Q1 		$362K Sell
6,918
-697
-9% -$37.1K 0.06% 186
2019
Q4 		$408K Sell
7,615
-13,589
-64% -$729K 0.05% 188
2019
Q3 		$1.14M Buy
21,204
+2
+0% +$107 0.15% 105
2019
Q2 		$1.13M Sell
21,202
-2,647
-11% -$140K 0.15% 105
2019
Q1 		$1.26M Sell
23,849
-7,988
-25% -$417K 0.18% 97
2018
Q4 		$1.64M Buy
31,837
+12,740
+67% +$657K 0.25% 79
2018
Q3 		$990K Buy
19,097
+9,519
+99% +$494K 0.12% 112
2018
Q2 		$497K Sell
9,578
-13,574
-59% -$704K 0.06% 153
2018
Q1 		$1.2M Buy
23,152
+2,608
+13% +$136K 0.15% 100
2017
Q4 		$1.07M Sell
20,544
-31,242
-60% -$1.64M 0.14% 117
2017
Q3 		$2.73M Sell
51,786
-1,930
-4% -$102K 0.38% 80
2017
Q2 		$2.83M Buy
53,716
+24,836
+86% +$1.31M 0.4% 71
2017
Q1 		$1.52M Buy
28,880
+18,778
+186% +$986K 0.23% 112
2016
Q4 		$530K Buy
+10,102
New +$531K 0.09% 175

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

Calamos Wealth Management's IGSB Position: Q1 2026 in Review

Calamos Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8% in Q1 2026, buying an estimated $136K and bringing the position to 34,776 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #153.

Calamos Wealth Management first reported a position in IGSB in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.7M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Calamos Wealth Management held 34,776 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.83M as of Q1 2026.
  • Calamos Wealth Management bought 2,575 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $136K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Calamos Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Calamos Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Calamos Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.7M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.