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

Cumberland Partners’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 		$1.5M Buy
28,627
+1,650
+6% +$86.5K 0.1% 107
2026
Q1 		$1.42M Buy
26,977
+1,745
+7% +$92.2K 0.11% 106
2025
Q4 		$1.33M Sell
25,232
-2,457
-9% -$130K 0.08% 125
2025
Q3 		$1.47M Buy
27,689
+1,834
+7% +$96.8K 0.1% 121
2025
Q2 		$1.36M Buy
25,855
+10,365
+67% +$542K 0.09% 121
2025
Q1 		$811K Buy
15,490
+2,420
+19% +$126K 0.06% 138
2024
Q4 		$676K Buy
13,070
+2,105
+19% +$109K 0.05% 139
2024
Q3 		$577K Buy
10,965
+6,755
+160% +$352K 0.04% 147
2024
Q2 		$216K Buy
+4,210
New +$215K 0.02% 164

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

Cumberland Partners's IGSB Position: Q2 2026 in Review

Cumberland Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.1% in Q2 2026, buying an estimated $86.5K and bringing the position to 28,627 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #107.

Cumberland Partners first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cumberland Partners held 28,627 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.5M as of Q2 2026.
  • Cumberland Partners bought 1,650 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $86.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Cumberland Partners's portfolio in Q2 2026, its #107 holding.
  • Cumberland Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.