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Disciplina Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Disciplina Capital Management’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 		$14.1M Buy
267,694
+34,995
+15% +$1.85M 1.49% 14
2025
Q4 		$12.3M Buy
232,699
+12,325
+6% +$653K 1.41% 17
2025
Q3 		$11.7M Sell
220,374
-41,934
-16% -$2.21M 1.42% 17
2025
Q2 		$13.8M Buy
262,308
+29,871
+13% +$1.56M 1.75% 14
2025
Q1 		$12.2M Buy
232,437
+106,285
+84% +$5.53M 1.77% 12
2024
Q4 		$6.52M Sell
126,152
-20,713
-14% -$1.08M 1.1% 14
2024
Q3 		$7.73M Buy
146,865
+146,772
+157,819% +$7.64M 1.24% 14
2024
Q2 		$4.91K Sell
93
-139,129
-100% -$7.1M ﹤0.01% 55
2024
Q1 		$7.14M Sell
139,222
-24,136
-15% -$1.23M 1.2% 13
2023
Q4 		$8.38M Buy
163,358
+14,300
+10% +$718K 1.58% 13
2023
Q3 		$7.43M Sell
149,058
-35,410
-19% -$1.77M 1.54% 13
2023
Q2 		$9.25M Sell
184,468
-12,247
-6% -$617K 1.63% 12
2023
Q1 		$9.94M Buy
196,715
+1,403
+0.7% +$70.4K 2.46% 10
2022
Q4 		$9.73M Buy
195,312
+61,028
+45% +$3.02M 2.58% 10
2022
Q3 		$6.62M Sell
134,284
-71,292
-35% -$3.6M 1.44% 14
2022
Q2 		$10.4M Sell
205,576
-142,939
-41% -$7.28M 2.25% 9
2022
Q1 		$18M Sell
348,515
-29,537
-8% -$1.56M 3.68% 8
2021
Q4 		$20.4M Sell
378,052
-131,446
-26% -$7.12M 3.93% 8
2021
Q3 		$27.8M Sell
509,498
-174,217
-25% -$9.54M 6.1% 5
2021
Q2 		$37.5M Sell
683,715
-397
-0.1% -$21.8K 8.49% 4
2021
Q1 		$37.4M Buy
+684,112
New +$37.6M 8.42% 4

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplina Capital Management's IGSB Position: Q1 2026 in Review

Disciplina Capital Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q1 2026, buying an estimated $1.85M and bringing the position to 267,694 shares worth $14.1M. The position accounts for 1.49% of the portfolio, ranked #14.

Disciplina Capital Management first reported a position in IGSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $37.5M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Disciplina Capital Management held 267,694 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.1M as of Q1 2026.
  • Disciplina Capital Management bought 34,995 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.85M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.49% of Disciplina Capital Management's portfolio in Q1 2026, its #14 holding.
  • Disciplina Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Disciplina Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $37.5M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.