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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
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 $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

Cumberland Partners's IGSB Position: Q1 2026 in Review

Cumberland Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.9% in Q1 2026, buying an estimated $92.2K and bringing the position to 26,977 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #106.

Cumberland Partners first reported a position in IGSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Cumberland Partners held 26,977 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.42M as of Q1 2026.
  • Cumberland Partners bought 1,745 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $92.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Cumberland Partners's portfolio in Q1 2026, its #106 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 8 quarters since.
  • Cumberland Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.47M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.