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

Capital Insight Partners’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 		– Sell
-20,635
Closed -$1.09M – 52
2025
Q4 		$1.09M Sell
20,635
-626
-3% -$33.1K 0.23% 80
2025
Q3 		$1.13M Sell
21,261
-9,003
-30% -$475K 0.19% 85
2025
Q2 		$1.6M Sell
30,264
-294
-1% -$15.4K 0.28% 80
2025
Q1 		$1.6M Buy
30,558
+193
+0.6% +$10K 0.28% 77
2024
Q4 		$1.57M Sell
30,365
-176
-0.6% -$9.15K 0.27% 80
2024
Q3 		$1.61M Sell
30,541
-2,407
-7% -$125K 0.28% 76
2024
Q2 		$1.69M Sell
32,948
-1,484
-4% -$75.7K 0.32% 76
2024
Q1 		$1.77M Sell
34,432
-486
-1% -$24.9K 0.33% 75
2023
Q4 		$1.79M Sell
34,918
-1,207
-3% -$60.6K 0.37% 73
2023
Q3 		$1.8M Sell
36,125
-1,496
-4% -$74.8K 0.41% 74
2023
Q2 		$1.89M Sell
37,621
-38,689
-51% -$1.95M 0.42% 72
2023
Q1 		$3.86M Sell
76,310
-197,670
-72% -$9.92M 0.91% 33
2022
Q4 		$13.6M Buy
273,980
+14,114
+5% +$699K 3.54% 4
2022
Q3 		$12.8M Buy
259,866
+394
+0.2% +$19.9K 3.45% 5
2022
Q2 		$13.1M Sell
259,472
-33,711
-11% -$1.72M 3.06% 5
2022
Q1 		$15.2M Buy
293,183
+6,775
+2% +$357K 3.09% 4
2021
Q4 		$15.4M Buy
286,408
+39,717
+16% +$2.15M 3.14% 3
2021
Q3 		$13.5M Buy
246,691
+31,591
+15% +$1.73M 2.93% 3
2021
Q2 		$11.8M Buy
215,100
+25,756
+14% +$1.41M 2.66% 3
2021
Q1 		$10.4M Buy
189,344
+81,062
+75% +$4.45M 2.52% 3
2020
Q4 		$5.97M Buy
108,282
+4,618
+4% +$254K 1.5% 14
2020
Q3 		$5.69M Sell
103,664
-44,137
-30% -$2.42M 1.6% 12
2020
Q2 		$8.09M Buy
147,801
+43,484
+42% +$2.34M 2.55% 6
2020
Q1 		$5.46M Sell
104,317
-11,360
-10% -$605K 2.89% 7
2019
Q4 		$6.2M Buy
+115,677
New +$6.2M 2.85% 7

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

Capital Insight Partners's IGSB Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 20,635 shares — an estimated $1.09M sold.

Capital Insight Partners first reported a position in IGSB in Q4 2019 and held it in 25 quarters. The position peaked at $15.4M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 20,635 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.09M.
  • Capital Insight Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.4M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.