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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
Q2 		$5.18M Sell
98,866
-554
-0.6% -$29K 0.43% 54
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 $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

Crescent Grove Advisors's IGSB Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.56% in Q2 2026, selling an estimated $29K and leaving 98,866 shares worth $5.18M. The position accounts for 0.43% of the portfolio, ranked #54.

Crescent Grove Advisors first reported a position in IGSB in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.23M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Crescent Grove Advisors held 98,866 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.18M as of Q2 2026.
  • Crescent Grove Advisors sold 554 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $29K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.43% of Crescent Grove Advisors's portfolio in Q2 2026, its #54 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 22 quarters since.
  • Crescent Grove Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.23M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.