CT
IGSB icon

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

Clearstead Trust’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 		$712K Hold
13,579
– – 0.09% 94
2026
Q1 		$714K Buy
13,579
+8,729
+180% +$461K 0.12% 90
2025
Q4 		$256K Hold
4,850
– – 0.04% 165
2025
Q3 		$257K Hold
4,850
– – 0.04% 155
2025
Q2 		$256K Buy
4,850
+4,509
+1,322% +$236K 0.05% 156
2025
Q1 		$17.9K Buy
+341
New +$17.7K ﹤0.01% 371

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

Clearstead Trust's IGSB Position: Q2 2026 in Review

Clearstead Trust held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 13,579 shares worth $712K. The position accounts for 0.09% of the portfolio, ranked #94.

Clearstead Trust first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $714K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Clearstead Trust held 13,579 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $712K as of Q2 2026.
  • Clearstead Trust 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 0.09% of Clearstead Trust's portfolio in Q2 2026, its #94 holding.
  • Clearstead Trust 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.
  • Clearstead Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $714K in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.