D.L. Carlson Investment Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

D.L. Carlson Investment Group’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	$12.3M	Buy	235,028 +2,557	+1%	+$134K	1.96%	9
2026 Q1	$12.2M	Buy	232,471 +34,618	+17%	+$1.83M	2.1%	9
2025 Q4	$10.5M	Sell	197,853 -145,642	-42%	-$7.71M	1.76%	12
2025 Q3	$18.2M	Buy	343,495 +28,882	+9%	+$1.52M	3.06%	7
2025 Q2	$16.6M	Buy	314,613 +78,271	+33%	+$4.09M	3.03%	6
2025 Q1	$12.4M	Buy	236,342 +522	+0.2%	+$27.1K	2.38%	8
2024 Q4	$12.2M	Buy	235,820 +7,017	+3%	+$365K	2.17%	8
2024 Q3	$12M	Sell	228,803 -68,784	-23%	-$3.58M	2.18%	8
2024 Q2	$15.2M	Buy	297,587 +50,902	+21%	+$2.6M	2.94%	6
2024 Q1	$12.6M	Buy	246,685 +9,706	+4%	+$497K	2.47%	7
2023 Q4	$12.1M	Buy	236,979 +6,308	+3%	+$317K	2.47%	7
2023 Q3	$11.5M	Sell	230,671 -9,386	-4%	-$470K	2.32%	9
2023 Q2	$12M	Buy	+240,057	New	+$12.1M	2.3%	9

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

D.L. Carlson Investment Group's IGSB Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $134K and bringing the position to 235,028 shares worth $12.3M. The position accounts for 1.96% of the portfolio, ranked #9.

D.L. Carlson Investment Group first reported a position in IGSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.2M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

D.L. Carlson Investment Group held 235,028 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12.3M as of Q2 2026.
D.L. Carlson Investment Group bought 2,557 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $134K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.96% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #9 holding.
D.L. Carlson Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
D.L. Carlson Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $18.2M in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.