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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
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
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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