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Caldwell Sutter Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Caldwell Sutter Capital’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 		$35.7K Hold
682
– – 0.01% 449
2026
Q1 		$35.8K Hold
682
– – 0.01% 413
2025
Q4 		$36.1K Hold
682
– – 0.02% 406
2025
Q3 		$36.2K Hold
682
– – 0.02% 407
2025
Q2 		$36K Hold
682
– – 0.02% 396
2025
Q1 		$35.7K Sell
682
-663
-49% -$34.5K 0.02% 398
2024
Q4 		$69.5K Hold
1,345
– – 0.03% 320
2024
Q3 		$70.8K Hold
1,345
– – 0.03% 317
2024
Q2 		$68.9K Hold
1,345
– – 0.03% 313
2024
Q1 		$69K Sell
1,345
-454
-25% -$23.2K 0.03% 314
2023
Q4 		$92.2K Buy
1,799
+368
+26% +$18.5K 0.05% 277
2023
Q3 		$71.3K Buy
1,431
+554
+63% +$27.7K 0.04% 294
2023
Q2 		$44K Buy
+877
New +$44.2K 0.02% 338

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

Caldwell Sutter Capital's IGSB Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 682 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #449.

Caldwell Sutter Capital first reported a position in IGSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $92.2K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Caldwell Sutter Capital held 682 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $35.7K as of Q2 2026.
  • Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #449 holding.
  • Caldwell Sutter Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $92.2K in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.