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 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 $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.L. Carlson Investment Group's IGSB Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q1 2026, buying an estimated $1.83M and bringing the position to 232,471 shares worth $12.2M. The position accounts for 2.1% of the portfolio, ranked #9.

D.L. Carlson Investment Group first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.2M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

D.L. Carlson Investment Group held 232,471 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12.2M as of Q1 2026.
D.L. Carlson Investment Group bought 34,618 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.83M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.1% of D.L. Carlson Investment Group's portfolio in Q1 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 12 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 Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.