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Cheviot Value Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cheviot Value Management’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 		$319K Hold
6,078
– – 0.03% 117
2026
Q1 		$319K Buy
6,078
+475
+8% +$25.1K 0.03% 112
2025
Q4 		$297K Hold
5,603
– – 0.03% 116
2025
Q3 		$298K Buy
5,603
+1,950
+53% +$103K 0.03% 119
2025
Q2 		$192K Buy
3,653
+3,650
+121,667% +$191K 0.02% 117
2025
Q1 		$156 Buy
+3
New +$156 ﹤0.01% 430

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

Cheviot Value Management's IGSB Position: Q2 2026 in Review

Cheviot Value Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 6,078 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #117.

Cheviot Value Management first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $319K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cheviot Value Management held 6,078 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $319K as of Q2 2026.
  • Cheviot Value Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Cheviot Value Management's portfolio in Q2 2026, its #117 holding.
  • Cheviot Value Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $319K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.