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Crescent Grove Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Crescent Grove Advisors’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 		$5.23M Buy
99,420
+5,181
+5% +$274K 0.5% 48
2025
Q4 		$4.98M Sell
94,239
-1,298
-1% -$68.7K 0.46% 49
2025
Q3 		$5.07M Buy
95,537
+3,315
+4% +$175K 0.48% 49
2025
Q2 		$4.87M Buy
92,222
+3,841
+4% +$201K 0.47% 45
2025
Q1 		$4.63M Buy
88,381
+3,190
+4% +$166K 0.48% 43
2024
Q4 		$4.4M Sell
85,191
-1,931
-2% -$100K 0.44% 50
2024
Q3 		$4.59M Sell
87,122
-7,789
-8% -$405K 0.47% 43
2024
Q2 		$4.86M Hold
94,911
– – 0.53% 39
2024
Q1 		$4.87M Buy
94,911
+8,618
+10% +$441K 0.51% 38
2023
Q4 		$4.42M Sell
86,293
-3,978
-4% -$200K 0.49% 43
2023
Q3 		$4.5M Buy
90,271
+82,288
+1,031% +$4.12M 0.56% 34
2023
Q2 		$400K Sell
7,983
-1,185
-13% -$59.7K 0.04% 200
2023
Q1 		$463K Hold
9,168
– – 0.05% 179
2022
Q4 		$457K Sell
9,168
-155
-2% -$7.67K 0.05% 183
2022
Q3 		$459K Buy
9,323
+155
+2% +$7.82K 0.05% 161
2022
Q2 		$463K Sell
9,168
-3,892
-30% -$198K 0.05% 167
2022
Q1 		$675K Hold
13,060
– – 0.07% 152
2021
Q4 		$704K Sell
13,060
-20,762
-61% -$1.12M 0.07% 140
2021
Q3 		$1.85M Sell
33,822
-4,567
-12% -$250K 0.2% 59
2021
Q2 		$2.1M Buy
+38,389
New +$2.1M 0.22% 54
2019
Q1 		– Sell
-4,548
Closed -$235K – 159
2018
Q4 		$235K Buy
+4,548
New +$234K 0.05% 138

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crescent Grove Advisors's IGSB Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.5% in Q1 2026, buying an estimated $274K and bringing the position to 99,420 shares worth $5.23M. The position accounts for 0.5% of the portfolio, ranked #48.

Crescent Grove Advisors first reported a position in IGSB in Q4 2018 and has held it in 21 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Crescent Grove Advisors held 99,420 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.23M as of Q1 2026.
  • Crescent Grove Advisors bought 5,181 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $274K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.5% of Crescent Grove Advisors's portfolio in Q1 2026, its #48 holding.
  • Crescent Grove Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.