Dakota Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.1M | Buy |
991,241
+68,765
| +7% | +$3.63M | 1.13% | 21 |
|
|
2025
Q4 | $48.8M | Buy |
922,476
+177,928
| +24% | +$9.42M | 0.87% | 19 |
|
|
2025
Q3 | $39.5M | Buy |
744,548
+57,371
| +8% | +$3.03M | 0.8% | 24 |
|
|
2025
Q2 | $36.3M | Buy |
687,177
+172,483
| +34% | +$9.01M | 0.76% | 25 |
|
|
2025
Q1 | $27M | Buy |
514,694
+46,390
| +10% | +$2.41M | 0.63% | 34 |
|
|
2024
Q4 | $24.2M | Buy |
468,304
+57,619
| +14% | +$3M | 0.56% | 39 |
|
|
2024
Q3 | $21.6M | Buy |
410,685
+87,876
| +27% | +$4.57M | 0.49% | 42 |
|
|
2024
Q2 | $16.5M | Buy |
322,809
+44,700
| +16% | +$2.28M | 0.39% | 47 |
|
|
2024
Q1 | $14.3M | Buy |
278,109
+102,620
| +58% | +$5.25M | 0.35% | 60 |
|
|
2023
Q4 | $9M | Buy |
175,489
+19,587
| +13% | +$984K | 0.35% | 82 |
|
|
2023
Q3 | $7.77M | Buy |
155,902
+21,225
| +16% | +$1.06M | 0.34% | 79 |
|
|
2023
Q2 | $6.76M | Buy |
134,677
+4,809
| +4% | +$242K | 0.32% | 81 |
|
|
2023
Q1 | $6.56M | Buy |
129,868
+11,281
| +10% | +$566K | 0.44% | 61 |
|
|
2022
Q4 | $5.91M | Sell |
118,587
-3,238
| -3% | -$160K | 0.42% | 58 |
|
|
2022
Q3 | $6M | Buy |
121,825
+34,528
| +40% | +$1.74M | 0.49% | 47 |
|
|
2022
Q2 | $4.41M | Buy |
87,297
+12,948
| +17% | +$659K | 0.41% | 69 |
|
|
2022
Q1 | $3.85M | Buy |
74,349
+14,921
| +25% | +$787K | 0.31% | 97 |
|
|
2021
Q4 | $3.2M | Buy |
59,428
+1,757
| +3% | +$95.1K | 0.34% | 79 |
|
|
2021
Q3 | $3.15M | Sell |
57,671
-678
| -1% | -$37.1K | 0.36% | 75 |
|
|
2021
Q2 | $3.2M | Sell |
58,349
-3,111
| -5% | -$170K | 0.38% | 77 |
|
|
2021
Q1 | $3.36M | Buy |
61,460
+3,565
| +6% | +$196K | 0.44% | 64 |
|
|
2020
Q4 | $3.19M | Buy |
57,895
+192
| +0.3% | +$10.6K | 0.42% | 64 |
|
|
2020
Q3 | $3.17M | Sell |
57,703
-2,670
| -4% | -$147K | 0.5% | 62 |
|
|
2020
Q2 | $3.3M | Buy |
60,373
+1,168
| +2% | +$62.9K | 0.57% | 53 |
|
|
2020
Q1 | $3.1M | Sell |
59,205
-5,763
| -9% | -$307K | 0.68% | 46 |
|
|
2019
Q4 | $3.48M | Buy |
64,968
+11,529
| +22% | +$618K | 0.56% | 51 |
|
|
2019
Q3 | $2.87M | Buy |
53,439
+3,995
| +8% | +$214K | 0.49% | 53 |
|
|
2019
Q2 | $2.64M | Buy |
49,444
+14,956
| +43% | +$791K | 0.51% | 56 |
|
|
2019
Q1 | $1.82M | Buy |
34,488
+4,273
| +14% | +$223K | 0.36% | 72 |
|
|
2018
Q4 | $1.57M | Hold |
30,215
| – | – | 0.35% | 69 |
|
|
2018
Q3 | $1.57M | Sell |
30,215
-5,301
| -15% | -$275K | 0.35% | 73 |
|
|
2018
Q2 | $1.84M | Sell |
35,516
-532
| -1% | -$27.6K | 0.51% | 51 |
|
|
2018
Q1 | $1.87M | Sell |
36,048
-2,146
| -6% | -$112K | 0.96% | 26 |
|
|
2017
Q4 | $2M | Buy |
38,194
+6,124
| +19% | +$321K | 1.06% | 24 |
|
|
2017
Q3 | $1.69M | Buy |
32,070
+190
| +0.6% | +$10K | 0.91% | 27 |
|
|
2017
Q2 | $1.68M | Sell |
31,880
-4,862
| -13% | -$256K | 0.93% | 25 |
|
|
2017
Q1 | $1.93M | Sell |
36,742
-2,594
| -7% | -$136K | 1.13% | 23 |
|
|
2016
Q4 | $2.06M | Buy |
39,336
+1,694
| +5% | +$89.1K | 1.33% | 21 |
|
|
2016
Q3 | $1.99M | Buy |
37,642
+1,346
| +4% | +$71.2K | 1.29% | 22 |
|
|
2016
Q2 | $1.93M | Buy |
36,296
+2,174
| +6% | +$115K | 1.29% | 22 |
|
|
2016
Q1 | $1.8M | Sell |
34,122
-3,180
| -9% | -$167K | 1.29% | 21 |
|
|
2015
Q4 | $1.95M | Buy |
37,302
+1,736
| +5% | +$91.1K | 1.32% | 22 |
|
|
2015
Q3 | $1.87M | Sell |
35,566
-380
| -1% | -$20K | 1.28% | 22 |
|
|
2015
Q2 | $1.89M | Sell |
35,946
-8,044
| -18% | -$424K | 1.14% | 22 |
|
|
2015
Q1 | $2.32M | Buy |
43,990
+3,260
| +8% | +$172K | 1.38% | 21 |
|
|
2014
Q4 | $2.15M | Buy |
+40,730
| New | +$2.14M | 1.34% | 21 |
|
Other funds holding IGSB
MMI
EWA
B
Dakota Wealth Management's IGSB Position: Q1 2026 in Review
Dakota Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.5% in Q1 2026, buying an estimated $3.63M and bringing the position to 991,241 shares worth $52.1M. The position accounts for 1.13% of the portfolio, ranked #21.
Dakota Wealth Management first reported a position in IGSB in Q4 2014 and has held it in 46 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.
- Dakota Wealth Management held 991,241 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $52.1M as of Q1 2026.
- Dakota Wealth Management bought 68,765 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.63M.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.13% of Dakota Wealth Management's portfolio in Q1 2026, its #21 holding.
- Dakota Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
- 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.