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

Empirical Wealth 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
Q2 		$284K Sell
5,415
-3,026
-36% -$159K ﹤0.01% 883
2026
Q1 		$444K Sell
8,441
-1,667
-16% -$88.1K 0.01% 619
2025
Q4 		$535K Buy
10,108
+2,752
+37% +$146K 0.01% 486
2025
Q3 		$390K Buy
7,356
+3,325
+82% +$176K 0.01% 541
2025
Q2 		$213K Sell
4,031
-1,249
-24% -$65.3K ﹤0.01% 634
2025
Q1 		$276K Buy
5,280
+1,000
+23% +$52K 0.01% 538
2024
Q4 		$221K Hold
4,280
– – 0.01% 558
2024
Q3 		$225K Hold
4,280
– – 0.01% 519
2024
Q2 		$219K Sell
4,280
-4,511
-51% -$230K 0.01% 519
2024
Q1 		$451K Buy
8,791
+4,442
+102% +$227K 0.01% 359
2023
Q4 		$223K Sell
4,349
-130
-3% -$6.53K 0.01% 452
2023
Q3 		$223K Buy
+4,479
New +$224K 0.01% 429
2022
Q4 		– Sell
-7,230
Closed -$356K – 470
2022
Q3 		$356K Sell
7,230
-9,368
-56% -$473K 0.02% 348
2022
Q2 		$839K Sell
16,598
-417
-2% -$21.2K 0.04% 225
2022
Q1 		$880K Sell
17,015
-455
-3% -$24K 0.04% 232
2021
Q4 		$941K Buy
17,470
+1,270
+8% +$68.8K 0.05% 233
2021
Q3 		$885K Sell
16,200
-218
-1% -$11.9K 0.05% 216
2021
Q2 		$900K Buy
16,418
+218
+1% +$11.9K 0.05% 201
2021
Q1 		$886K Sell
16,200
-2,155
-12% -$118K 0.07% 170
2020
Q4 		$1.01M Buy
18,355
+2,155
+13% +$118K 0.08% 151
2020
Q3 		$890K Hold
16,200
– – 0.08% 149
2020
Q2 		$886K Sell
16,200
-200
-1% -$10.8K 0.08% 138
2020
Q1 		$859K Sell
16,400
-1,168
-7% -$62.2K 0.09% 125
2019
Q4 		$942K Buy
17,568
+1,168
+7% +$62.6K 0.1% 128
2019
Q3 		$880K Sell
16,400
-2,134
-12% -$114K 0.11% 123
2019
Q2 		$990K Buy
18,534
+2,134
+13% +$113K 0.13% 101
2019
Q1 		$866K Hold
16,400
– – 0.13% 102
2018
Q4 		$847K Buy
+16,400
New +$846K 0.14% 83
2018
Q3 		– Sell
-9,810
Closed -$509K – 222
2018
Q2 		$509K Sell
9,810
-3,044
-24% -$158K 0.1% 108
2018
Q1 		$667K Sell
12,854
-5,186
-29% -$270K 0.13% 85
2017
Q4 		$943K Buy
18,040
+1,478
+9% +$77.5K 0.2% 53
2017
Q3 		$872K Sell
16,562
-4,122
-20% -$217K 0.2% 59
2017
Q2 		$1.09M Buy
20,684
+436
+2% +$22.9K 0.27% 48
2017
Q1 		$1.06M Sell
20,248
-440
-2% -$23.1K 0.27% 46
2016
Q4 		$1.09M Buy
20,688
+1,828
+10% +$96.1K 0.27% 45
2016
Q3 		$997K Sell
18,860
-348
-2% -$18.4K 0.26% 43
2016
Q2 		$1.02M Sell
19,208
-3,354
-15% -$177K 0.27% 46
2016
Q1 		$1.19M Sell
22,562
-6,242
-22% -$327K 0.29% 42
2015
Q4 		$1.51M Sell
28,804
-3,152
-10% -$165K 0.37% 32
2015
Q3 		$1.68M Buy
31,956
+6,500
+26% +$342K 0.4% 35
2015
Q2 		$1.34M Buy
25,456
+98
+0.4% +$5.17K 0.31% 44
2015
Q1 		$1.34M Sell
25,358
-618
-2% -$32.5K 0.32% 43
2014
Q4 		$1.37M Sell
25,976
-2,828
-10% -$149K 0.33% 42
2014
Q3 		$1.52M Sell
28,804
-2,408
-8% -$127K 0.37% 36
2014
Q2 		$1.65M Sell
31,212
-2,082
-6% -$110K 0.41% 34
2014
Q1 		$1.76M Sell
33,294
-3,562
-10% -$188K 0.46% 30
2013
Q4 		$1.94M Sell
36,856
-5,140
-12% -$271K 0.55% 19
2013
Q3 		$2.21M Sell
41,996
-6,938
-14% -$364K 0.69% 17
2013
Q2 		$2.57M Buy
+48,934
New +$2.58M 0.86% 17

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Empirical Wealth Management's IGSB Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 36% in Q2 2026, selling an estimated $159K and leaving 5,415 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Empirical Wealth Management first reported a position in IGSB in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.57M in Q2 2013. 437 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Empirical Wealth Management held 5,415 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $284K as of Q2 2026.
  • Empirical Wealth Management sold 3,026 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $159K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Empirical Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Empirical Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.57M in Q2 2013.
  • 437 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.