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Cape Investment Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cape Investment Advisory’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 		$101K Buy
+1,933
New +$101K 0.03% 345
2026
Q1 		– Sell
-1,695
Closed -$89.6K – 666
2025
Q4 		$89.6K Buy
1,695
+982
+138% +$52K 0.03% 319
2025
Q3 		$37.8K Sell
713
-324
-31% -$17.1K 0.04% 254
2025
Q2 		$54.7K Buy
1,037
+341
+49% +$17.8K 0.02% 359
2025
Q1 		$36.5K Sell
696
-152
-18% -$7.9K 0.01% 384
2024
Q4 		$43.8K Buy
848
+152
+22% +$7.9K 0.02% 348
2024
Q3 		$36.7K Sell
696
-273
-28% -$14.2K 0.01% 361
2024
Q2 		$49.7K Sell
969
-109
-10% -$5.56K 0.02% 296
2024
Q1 		$55.3K Hold
1,078
– – 0.03% 295
2023
Q4 		$55.3K Hold
1,078
– – 0.03% 335
2023
Q3 		$53.7K Sell
1,078
-220
-17% -$11K 0.03% 286
2023
Q2 		$65.1K Buy
1,298
+50
+4% +$2.52K 0.04% 253
2023
Q1 		$63.1K Buy
+1,248
New +$62.7K 0.04% 237

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

Cape Investment Advisory's IGSB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 1,933 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IGSB as recently as Q4 2025.

Cape Investment Advisory first reported a position in IGSB in Q1 2023 and has held it in 13 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cape Investment Advisory held 1,933 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $101K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #345 holding.
  • Cape Investment Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.