Envestnet Portfolio Solutions
IGSB icon

Envestnet Portfolio Solutions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Envestnet Portfolio Solutions’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 		$31.7M Sell
605,628
-14,634
-2% -$767K 0.15% 100
2026
Q1 		$32.6M Sell
620,262
-8,318
-1% -$440K 0.18% 82
2025
Q4 		$33.2M Buy
628,580
+11,886
+2% +$629K 0.12% 90
2025
Q3 		$32.7M Buy
616,694
+167
+0% +$8.81K 0.12% 92
2025
Q2 		$32.5M Sell
616,527
-34,845
-5% -$1.82M 0.12% 87
2025
Q1 		$34.1M Buy
651,372
+156,214
+32% +$8.12M 0.13% 89
2024
Q4 		$25.6M Sell
495,158
-33,240
-6% -$1.73M 0.08% 114
2024
Q3 		$27.8M Buy
528,398
+301,624
+133% +$15.7M 0.09% 108
2024
Q2 		$11.6M Sell
226,774
-1,719
-0.8% -$87.7K 0.04% 213
2024
Q1 		$11.7M Buy
228,493
+11,253
+5% +$576K 0.04% 204
2023
Q4 		$11.1M Sell
217,240
-1,920
-0.9% -$96.4K 0.05% 195
2023
Q3 		$10.9M Buy
+219,160
New +$11M 0.05% 172

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 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's IGSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q2 2026, selling an estimated $767K and leaving 605,628 shares worth $31.7M. The position accounts for 0.15% of the portfolio, ranked #100.

Envestnet Portfolio Solutions first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.1M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 605,628 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $31.7M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 14,634 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $767K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #100 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $34.1M in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.