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

CX Institutional’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	–	Sell	-394	Closed	-$21K	–	1608
2025 Q4	$21K	Buy	394 +6	+2%	+$318	﹤0.01%	1099
2025 Q3	$21K	Buy	+388	New	+$20.5K	﹤0.01%	1090
2022 Q3	–	Sell	-700	Closed	-$35K	–	785
2022 Q2	$35K	Buy	+700	New	+$35.6K	﹤0.01%	740
2019 Q3	–	Sell	-236	Closed	-$13K	–	870
2019 Q2	$13K	Buy	+236	New	+$12.5K	﹤0.01%	448

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CX Institutional's IGSB Position: Q1 2026 in Review

CX Institutional sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 394 shares — an estimated $21K sold.

CX Institutional first reported a position in IGSB in Q2 2019 and held it in 4 quarters. The position peaked at $35K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

CX Institutional reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 394 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21K.
CX Institutional first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
CX Institutional's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $35K in Q2 2022.
1,017 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.