Corient Private Wealth
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Corient Private Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Corient Private Wealth’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 		$4.47M Sell
85,350
-3,383
-4% -$177K 0.01% 947
2026
Q1 		$4.6M Sell
88,733
-1,357
-2% -$71.7K 0.01% 882
2025
Q4 		$4.76M Sell
90,090
-8,799
-9% -$466K 0.01% 791
2025
Q3 		$5.24M Buy
98,889
+11,213
+13% +$592K 0.01% 696
2025
Q2 		$4.63M Sell
87,676
-51,759
-37% -$2.7M 0.01% 721
2025
Q1 		$7.3M Sell
139,435
-6,367
-4% -$331K 0.01% 581
2024
Q4 		$7.54M Buy
145,802
+4,723
+3% +$246K 0.01% 587
2024
Q3 		$7.43M Sell
141,079
-11,236
-7% -$585K 0.01% 645
2024
Q2 		$7.8M Sell
152,315
-1,629
-1% -$83.1K 0.01% 583
2024
Q1 		$7.89M Sell
153,944
-4,579
-3% -$234K 0.01% 584
2023
Q4 		$8.13M Buy
158,523
+8,399
+6% +$422K 0.02% 571
2023
Q3 		$7.48M Sell
150,124
-685
-0.5% -$34.3K 0.02% 545
2023
Q2 		$7.57M Sell
150,809
-3,045
-2% -$153K 0.02% 526
2023
Q1 		$7.78M Buy
153,854
+12,374
+9% +$621K 0.02% 476
2022
Q4 		$6.87M Buy
+141,480
New +$7M 0.02% 428

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

Corient Private Wealth's IGSB Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.8% in Q2 2026, selling an estimated $177K and leaving 85,350 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #947.

Corient Private Wealth first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.13M in Q4 2023. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Corient Private Wealth held 85,350 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.47M as of Q2 2026.
  • Corient Private Wealth sold 3,383 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #947 holding.
  • Corient Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.13M in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.