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

Cerity 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
Q2 		$47M Sell
897,036
-53,822
-6% -$2.82M 0.06% 269
2026
Q1 		$50M Buy
950,858
+67,903
+8% +$3.59M 0.07% 239
2025
Q4 		$46.7M Buy
882,955
+632,623
+253% +$33.5M 0.07% 248
2025
Q3 		$13.3M Sell
250,332
-14,128
-5% -$746K 0.02% 482
2025
Q2 		$14M Sell
264,460
-21,004
-7% -$1.1M 0.02% 434
2025
Q1 		$14.9M Sell
285,464
-12,938
-4% -$673K 0.03% 398
2024
Q4 		$15.4M Sell
298,402
-7,133
-2% -$371K 0.03% 378
2024
Q3 		$16.1M Buy
305,535
+92,632
+44% +$4.82M 0.04% 364
2024
Q2 		$10.9M Buy
212,903
+14,235
+7% +$726K 0.03% 391
2024
Q1 		$10.2M Buy
198,668
+3,127
+2% +$160K 0.03% 453
2023
Q4 		$10M Buy
195,541
+8,932
+5% +$449K 0.03% 377
2023
Q3 		$9.3M Buy
186,609
+34,491
+23% +$1.73M 0.05% 308
2023
Q2 		$7.63M Sell
152,118
-914
-0.6% -$46K 0.03% 402
2023
Q1 		$7.73M Buy
153,032
+19,637
+15% +$986K 0.02% 399
2022
Q4 		$6.65M Buy
133,395
+121,593
+1,030% +$6.02M 0.04% 317
2022
Q3 		$582K Sell
11,802
-14,999
-56% -$757K 0.01% 655
2022
Q2 		$1.35M Buy
26,801
+228
+0.9% +$11.6K 0.02% 491
2022
Q1 		$1.37M Sell
26,573
-877
-3% -$46.2K 0.02% 388
2021
Q4 		$1.48M Buy
+27,450
New +$1.49M 0.02% 367

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

Cerity Partners's IGSB Position: Q2 2026 in Review

Cerity Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.7% in Q2 2026, selling an estimated $2.82M and leaving 897,036 shares worth $47M. The position accounts for 0.06% of the portfolio, ranked #269.

Cerity Partners first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $50M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cerity Partners held 897,036 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $47M as of Q2 2026.
  • Cerity Partners sold 53,822 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.82M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #269 holding.
  • Cerity Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $50M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.