EP
IGSB icon

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
Q2 		$4.46M Buy
85,136
+77,292
+985% +$4.05M 0.13% 285
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Edgestream Partners's IGSB Position: Q2 2026 in Review

Edgestream Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 985% in Q2 2026, buying an estimated $4.05M and bringing the position to 85,136 shares worth $4.46M. The position accounts for 0.13% of the portfolio, ranked #285.

Edgestream Partners first reported a position in IGSB in Q2 2023 and has held it in 13 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Edgestream Partners held 85,136 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.46M as of Q2 2026.
  • Edgestream Partners bought 77,292 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.05M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Edgestream Partners's portfolio in Q2 2026, its #285 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 13 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.