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

Choreo LLC’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	$14.4M	Buy	274,253 +72,400	+36%	+$3.83M	0.18%	93
2025 Q4	$10.7M	Sell	201,853 -1,337	-0.7%	-$70.8K	0.14%	109
2025 Q3	$10.8M	Sell	203,190 -11,261	-5%	-$594K	0.14%	107
2025 Q2	$11.3M	Buy	214,451 +6,827	+3%	+$357K	0.16%	102
2025 Q1	$10.9M	Sell	207,624 -106,410	-34%	-$5.53M	0.17%	102
2024 Q4	$16.2M	Buy	+314,034	New	+$16.3M	0.23%	85
2022 Q2	–	Sell	-6,671	Closed	-$345K	–	228
2022 Q1	$345K	Buy	6,671 +45	+0.7%	+$2.37K	0.02%	171
2021 Q4	$357K	Buy	+6,626	New	+$359K	0.02%	169
2016 Q4	–	Sell	-9,812	Closed	-$519K	–	267
2016 Q3	$519K	Buy	9,812 +2,380	+32%	+$126K	0.09%	116
2016 Q2	$394K	Hold	7,432	–	–	0.08%	127
2016 Q1	$392K	Buy	+7,432	New	+$390K	0.08%	115

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Choreo LLC's IGSB Position: Q1 2026 in Review

Choreo LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 36% in Q1 2026, buying an estimated $3.83M and bringing the position to 274,253 shares worth $14.4M. The position accounts for 0.18% of the portfolio, ranked #93.

Choreo LLC first reported a position in IGSB in Q1 2016 and has held it in 11 quarters since. The position peaked at $16.2M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Choreo LLC held 274,253 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.4M as of Q1 2026.
Choreo LLC bought 72,400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.83M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.18% of Choreo LLC's portfolio in Q1 2026, its #93 holding.
Choreo LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 11 quarters since.
Choreo LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16.2M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.