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

Edgemoor Investment Advisors’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	$326K	Hold	6,223	–	–	0.02%	146
2026 Q1	$327K	Buy	6,223 +283	+5%	+$15K	0.03%	138
2025 Q4	$314K	Sell	5,940 -970	-14%	-$51.4K	0.02%	142
2025 Q3	$366K	Buy	6,910 +1,250	+22%	+$66K	0.03%	144
2025 Q2	$299K	Buy	5,660 +250	+5%	+$13.1K	0.03%	144
2025 Q1	$283K	Hold	5,410	–	–	0.03%	136
2024 Q4	$280K	Hold	5,410	–	–	0.02%	141
2024 Q3	$285K	Buy	5,410 +1,000	+23%	+$52K	0.02%	140
2024 Q2	$226K	Hold	4,410	–	–	0.02%	152
2024 Q1	$226K	Hold	4,410	–	–	0.02%	155
2023 Q4	$226K	Sell	4,410 -440	-9%	-$22.1K	0.02%	151
2023 Q3	$242K	Hold	4,850	–	–	0.03%	144
2023 Q2	$243K	Hold	4,850	–	–	0.03%	144
2023 Q1	$245K	Hold	4,850	–	–	0.03%	141
2022 Q4	$242K	Hold	4,850	–	–	0.03%	151
2022 Q3	$239K	Hold	4,850	–	–	0.03%	128
2022 Q2	$245K	Hold	4,850	–	–	0.03%	139
2022 Q1	$251K	Sell	4,850 -235	-5%	-$12.4K	0.03%	143
2021 Q4	$274K	Hold	5,085	–	–	0.03%	129
2021 Q3	$278K	Sell	5,085 -1,900	-27%	-$104K	0.03%	113
2021 Q2	$383K	Hold	6,985	–	–	0.04%	101
2021 Q1	$382K	Hold	6,985	–	–	0.04%	97
2020 Q4	$385K	Hold	6,985	–	–	0.04%	97
2020 Q3	$384K	Hold	6,985	–	–	0.05%	95
2020 Q2	$382K	Hold	6,985	–	–	0.05%	93
2020 Q1	$366K	Hold	6,985	–	–	0.06%	90
2019 Q4	$375K	Hold	6,985	–	–	0.04%	105
2019 Q3	$375K	Buy	6,985 +235	+3%	+$12.6K	0.05%	104
2019 Q2	$361K	Hold	6,750	–	–	0.05%	105
2019 Q1	$357K	Sell	6,750 -343	-5%	-$17.9K	0.05%	104
2018 Q4	$366K	Buy	7,093 +1,960	+38%	+$101K	0.05%	99
2018 Q3	$266K	Buy	5,133 +23	+0.5%	+$1.19K	0.03%	115
2018 Q2	$265K	Hold	5,110	–	–	0.04%	116
2018 Q1	$265K	Buy	5,110 +150	+3%	+$7.8K	0.04%	120
2017 Q4	$259K	Sell	4,960 -3,788	-43%	-$199K	0.03%	125
2017 Q3	$461K	Buy	8,748 +1,328	+18%	+$70K	0.06%	103
2017 Q2	$391K	Buy	7,420 +2,570	+53%	+$135K	0.05%	107
2017 Q1	$255K	Hold	4,850	–	–	0.04%	115
2016 Q4	$254K	Hold	4,850	–	–	0.04%	110
2016 Q3	$256K	Buy	4,850 +310	+7%	+$16.4K	0.04%	108
2016 Q2	$241K	Sell	4,540 -700	-13%	-$37K	0.04%	111
2016 Q1	$276K	Sell	5,240 -6,736	-56%	-$353K	0.04%	108
2015 Q4	$626K	Buy	11,976 +4,276	+56%	+$224K	0.09%	98
2015 Q3	$405K	Sell	7,700 -5,240	-40%	-$275K	0.06%	112
2015 Q2	$681K	Sell	12,940 -260	-2%	-$13.7K	0.1%	98
2015 Q1	$696K	Sell	13,200 -410	-3%	-$21.6K	0.1%	94
2014 Q4	$716K	Sell	13,610 -1,360	-9%	-$71.6K	0.11%	93
2014 Q3	$788K	Sell	14,970 -6,580	-31%	-$347K	0.12%	93
2014 Q2	$1.14M	Buy	21,550 +16,310	+311%	+$861K	0.17%	84
2014 Q1	$276K	Sell	5,240 -400	-7%	-$21.1K	0.04%	115
2013 Q4	$297K	Hold	5,640	–	–	0.05%	114
2013 Q3	$297K	Hold	5,640	–	–	0.05%	112
2013 Q2	$296K	Buy	+5,640	New	+$297K	0.05%	119

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 22.9% 1-Year Est. Return

Edgemoor Investment Advisors's IGSB Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 6,223 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #146.

Edgemoor Investment Advisors first reported a position in IGSB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.14M in Q2 2014. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Edgemoor Investment Advisors held 6,223 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $326K as of Q2 2026.
Edgemoor Investment Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #146 holding.
Edgemoor Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
Edgemoor Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q2 2014.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.