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

Edgestream Partners’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	$412K	Sell	7,844 -17,785	-69%	-$940K	0.01%	762
2025 Q4	$1.36M	Sell	25,629 -28,181	-52%	-$1.49M	0.04%	629
2025 Q3	$2.85M	Buy	53,810 +8,739	+19%	+$461K	0.08%	431
2025 Q2	$2.38M	Sell	45,071 -8,999	-17%	-$470K	0.07%	489
2025 Q1	$2.83M	Buy	54,070 +45,285	+515%	+$2.35M	0.1%	395
2024 Q4	$454K	Sell	8,785 -12,703	-59%	-$660K	0.02%	703
2024 Q3	$1.13M	Sell	21,488 -34,765	-62%	-$1.81M	0.05%	543
2024 Q2	$2.88M	Buy	56,253 +7,747	+16%	+$395K	0.14%	245
2024 Q1	$2.49M	Buy	48,506 +9,524	+24%	+$487K	0.12%	288
2023 Q4	$2M	Buy	38,982 +27,814	+249%	+$1.4M	0.14%	240
2023 Q3	$557K	Sell	11,168 -1,815	-14%	-$90.8K	0.04%	570
2023 Q2	$651K	Buy	+12,983	New	+$654K	0.06%	470

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

Edgestream Partners's IGSB Position: Q1 2026 in Review

Edgestream Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 69% in Q1 2026, selling an estimated $940K and leaving 7,844 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #762.

Edgestream Partners first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.88M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Edgestream Partners held 7,844 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $412K as of Q1 2026.
Edgestream Partners sold 17,785 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $940K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #762 holding.
Edgestream Partners 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.
Edgestream Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.88M in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.