D.B. Root & Company’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

D.B. Root & Company’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	-5,180	Closed	-$274K	–	201
2025 Q4	$274K	Sell	5,180 -3,525	-40%	-$187K	0.07%	162
2025 Q3	$462K	Buy	8,705 +765	+10%	+$40.4K	0.12%	116
2025 Q2	$419K	Buy	7,940 +350	+5%	+$18.3K	0.12%	120
2025 Q1	$397K	Hold	7,590	–	–	0.13%	115
2024 Q4	$392K	Buy	7,590 +600	+9%	+$31.2K	0.12%	118
2024 Q3	$368K	Sell	6,990 -200	-3%	-$10.4K	0.12%	122
2024 Q2	$368K	Buy	+7,190	New	+$367K	0.13%	139
2018 Q4	–	Sell	-14,394	Closed	-$746K	–	200
2018 Q3	$746K	Sell	14,394 -190	-1%	-$9.85K	0.33%	98
2018 Q2	$756K	Buy	+14,584	New	+$756K	0.36%	97

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 22.96% 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

D.B. Root & Company's IGSB Position: Q1 2026 in Review

D.B. Root & Company sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 5,180 shares — an estimated $274K sold.

D.B. Root & Company first reported a position in IGSB in Q2 2018 and held it in 9 quarters. The position peaked at $756K in Q2 2018. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

D.B. Root & Company reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
D.B. Root & Company sold 5,180 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $274K.
D.B. Root & Company first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 9 quarters.
D.B. Root & Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $756K in Q2 2018.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.