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

Calton & 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
Q2 		$766K Sell
14,615
-1,385
-9% -$72.6K 0.11% 164
2026
Q1 		$841K Buy
16,000
+1,807
+13% +$95.5K 0.12% 158
2025
Q4 		$751K Buy
+14,193
New +$751K 0.11% 184
2025
Q2 		– Sell
-8,210
Closed -$430K – 405
2025
Q1 		$430K Buy
8,210
+1,124
+16% +$58.4K 0.1% 187
2024
Q4 		$366K Buy
+7,086
New +$368K 0.16% 135
2020
Q4 		– Sell
-8,493
Closed -$466K – 394
2020
Q3 		$466K Sell
8,493
-110
-1% -$6.04K 0.1% 162
2020
Q2 		$471K Sell
8,603
-186
-2% -$10K 0.1% 158
2020
Q1 		$460K Buy
8,789
+1,455
+20% +$77.4K 0.11% 144
2019
Q4 		$393K Buy
7,334
+1,686
+30% +$90.4K 0.08% 210
2019
Q3 		$303K Buy
5,648
+615
+12% +$32.9K 0.07% 238
2019
Q2 		$269K Sell
5,033
-310
-6% -$16.4K 0.08% 208
2019
Q1 		$282K Buy
5,343
+8
+0.1% +$418 0.09% 197
2018
Q4 		$276K Buy
5,335
+873
+20% +$45K 0.1% 180
2018
Q3 		$231K Buy
+4,462
New +$231K 0.07% 241
2018
Q1 		– Sell
-6,466
Closed -$337K – 787
2017
Q4 		$337K Buy
+6,466
New +$339K 0.08% 222

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 22.9% 1-Year Est. Return

Calton & Associates's IGSB Position: Q2 2026 in Review

Calton & Associates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.7% in Q2 2026, selling an estimated $72.6K and leaving 14,615 shares worth $766K. The position accounts for 0.11% of the portfolio, ranked #164.

Calton & Associates first reported a position in IGSB in Q4 2017 and has held it in 15 quarters since. The position peaked at $841K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Calton & Associates held 14,615 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $766K as of Q2 2026.
  • Calton & Associates sold 1,385 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $72.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Calton & Associates's portfolio in Q2 2026, its #164 holding.
  • Calton & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • Calton & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $841K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.