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

Chicago Partners Investment Group’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 		$31M Buy
596,458
+26,696
+5% +$1.4M 0.62% 29
2026
Q1 		$30M Buy
569,762
+51,100
+10% +$2.7M 0.67% 25
2025
Q4 		$27.5M Buy
518,662
+25,873
+5% +$1.37M 0.68% 26
2025
Q3 		$26.2M Buy
492,789
+7,533
+2% +$398K 0.69% 26
2025
Q2 		$25.5M Sell
485,256
-13,830
-3% -$723K 0.74% 25
2025
Q1 		$26.1M Buy
499,086
+28,938
+6% +$1.5M 0.87% 22
2024
Q4 		$24.3M Buy
470,148
+35,198
+8% +$1.83M 0.81% 27
2024
Q3 		$22.6M Buy
434,950
+9,497
+2% +$494K 0.81% 24
2024
Q2 		$22M Buy
425,453
+31,723
+8% +$1.62M 0.85% 24
2024
Q1 		$20M Buy
393,730
+33,571
+9% +$1.72M 0.85% 23
2023
Q4 		$18.4M Buy
360,159
+47,825
+15% +$2.4M 0.85% 23
2023
Q3 		$15.5M Buy
312,334
+34,429
+12% +$1.72M 0.84% 25
2023
Q2 		$13.9M Buy
277,905
+22,255
+9% +$1.12M 0.72% 28
2023
Q1 		$12.9M Buy
255,650
+28,982
+13% +$1.46M 0.75% 27
2022
Q4 		$11.4M Buy
226,668
+15,443
+7% +$765K 0.7% 30
2022
Q3 		$10.3M Buy
211,225
+15,203
+8% +$767K 0.74% 29
2022
Q2 		$10.1M Buy
196,022
+43,390
+28% +$2.21M 0.73% 30
2022
Q1 		$7.76M Sell
152,632
-2,055
-1% -$108K 0.59% 40
2021
Q4 		$8.14M Buy
154,687
+12,035
+8% +$652K 0.58% 41
2021
Q3 		$7.72M Buy
142,652
+27,919
+24% +$1.53M 0.54% 44
2021
Q2 		$6.29M Buy
114,733
+3,654
+3% +$200K 0.47% 47
2021
Q1 		$6.08M Buy
111,079
+54,543
+96% +$3M 0.5% 45
2020
Q4 		$3.12M Buy
56,536
+24,200
+75% +$1.33M 0.3% 66
2020
Q3 		$1.77M Buy
32,336
+10,475
+48% +$575K 0.21% 86
2020
Q2 		$1.2M Buy
21,861
+8,960
+69% +$483K 0.15% 115
2020
Q1 		$693K Buy
12,901
+6,399
+98% +$341K 0.11% 151
2019
Q4 		$350K Buy
6,502
+353
+6% +$18.9K 0.04% 255
2019
Q3 		$330K Buy
6,149
+1,253
+26% +$67K 0.05% 247
2019
Q2 		$261K Buy
+4,896
New +$259K 0.04% 275
2018
Q4 		– Sell
-4,852
Closed -$251K – 608
2018
Q3 		$251K Buy
4,852
+1,522
+46% +$78.9K 0.04% 265
2018
Q2 		$173K Buy
3,330
+16
+0.5% +$829 0.03% 301
2018
Q1 		$172K Buy
3,314
+10
+0.3% +$520 0.03% 274
2017
Q4 		$173K Buy
3,304
+18
+0.5% +$944 0.03% 275
2017
Q3 		$173K Buy
+3,286
New +$173K 0.03% 269
2017
Q2 		– Sell
-3,258
Closed -$171K – 718
2017
Q1 		$171K Buy
3,258
+8
+0.2% +$420 0.05% 205
2016
Q4 		$171K Sell
3,250
-590
-15% -$31K 0.06% 186
2016
Q3 		$203K Buy
3,840
+618
+19% +$32.7K 0.08% 168
2016
Q2 		$171K Buy
3,222
+10
+0.3% +$528 0.08% 147
2016
Q1 		$169K Buy
3,212
+10
+0.3% +$524 0.09% 144
2015
Q4 		$167K Buy
+3,202
New +$168K 0.08% 178

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Chicago Partners Investment Group's IGSB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.7% in Q2 2026, buying an estimated $1.4M and bringing the position to 596,458 shares worth $31M. The position accounts for 0.62% of the portfolio, ranked #29.

Chicago Partners Investment Group first reported a position in IGSB in Q4 2015 and has held it in 40 quarters since. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Chicago Partners Investment Group held 596,458 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $31M as of Q2 2026.
  • Chicago Partners Investment Group bought 26,696 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.4M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of Chicago Partners Investment Group's portfolio in Q2 2026, its #29 holding.
  • Chicago Partners Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 40 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.