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Disciplined Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Disciplined Investments’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 		$267K Hold
5,086
– – 0.1% 119
2025
Q4 		$269K Sell
5,086
-34
-0.7% -$1.8K 0.1% 108
2025
Q3 		$272K Sell
5,120
-511
-9% -$27K 0.11% 110
2025
Q2 		$297K Sell
5,631
-856
-13% -$44.7K 0.13% 105
2025
Q1 		$340K Hold
6,487
– – 0.16% 97
2024
Q4 		$335K Sell
6,487
-2,736
-30% -$142K 0.17% 95
2024
Q3 		$486K Hold
9,223
– – 0.24% 81
2024
Q2 		$473K Sell
9,223
-950
-9% -$48.5K 0.25% 78
2024
Q1 		$522K Buy
10,173
+110
+1% +$5.63K 0.28% 74
2023
Q4 		$516K Buy
10,063
+1,374
+16% +$69K 0.3% 70
2023
Q3 		$433K Hold
8,689
– – 0.26% 76
2023
Q2 		$436K Sell
8,689
-13,672
-61% -$689K 0.23% 80
2023
Q1 		$1.13M Sell
22,361
-460
-2% -$23.1K 0.48% 59
2022
Q4 		$1.14M Buy
22,821
+5,198
+29% +$257K 0.56% 50
2022
Q3 		$868K Sell
17,623
-4,913
-22% -$248K 0.4% 63
2022
Q2 		$1.14M Sell
22,536
-182
-0.8% -$9.27K 0.51% 53
2022
Q1 		$1.18M Buy
22,718
+10,475
+86% +$552K 0.49% 54
2021
Q4 		$660K Sell
12,243
-55
-0.4% -$2.98K 0.29% 72
2021
Q3 		$672K Sell
12,298
-145
-1% -$7.94K 0.33% 70
2021
Q2 		$682K Sell
12,443
-183
-1% -$10K 0.35% 69
2021
Q1 		$690K Buy
12,626
+109
+0.9% +$5.99K 0.41% 68
2020
Q4 		$691K Hold
12,517
– – 0.46% 56
2020
Q3 		$687K Hold
12,517
– – 0.51% 54
2020
Q2 		$685K Hold
12,517
– – 0.53% 52
2020
Q1 		$655K Sell
12,517
-13
-0.1% -$692 0.62% 46
2019
Q4 		$672K Buy
+12,530
New +$672K 0.57% 49

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

Disciplined Investments's IGSB Position: Q1 2026 in Review

Disciplined Investments held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 5,086 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #119.

Disciplined Investments first reported a position in IGSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Disciplined Investments held 5,086 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $267K as of Q1 2026.
  • Disciplined Investments left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Disciplined Investments's portfolio in Q1 2026, its #119 holding.
  • Disciplined Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.18M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.