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

EP Wealth 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 		$719M Buy
13,710,330
+1,989,601
+17% +$104M 2.75% 7
2026
Q1 		$616M Buy
11,720,729
+1,203,630
+11% +$63.6M 3.03% 6
2025
Q4 		$556M Buy
+10,517,099
New +$557M 2.89% 7
2025
Q2 		$409M Buy
7,752,802
+2,040,104
+36% +$107M 2.69% 5
2025
Q1 		$299M Buy
5,712,698
+554,630
+11% +$28.8M 2.39% 6
2024
Q4 		$267M Buy
5,158,068
+1,147,985
+29% +$59.7M 2.18% 7
2024
Q3 		$211M Buy
4,010,083
+583,497
+17% +$30.4M 1.82% 8
2024
Q2 		$176M Buy
3,426,586
+389,768
+13% +$19.9M 1.87% 8
2024
Q1 		$156M Buy
3,036,818
+229,157
+8% +$11.7M 1.82% 8
2023
Q4 		$144M Buy
2,807,661
+166,130
+6% +$8.34M 1.84% 9
2023
Q3 		$132M Buy
2,641,531
+2,575,070
+3,875% +$129M 2.04% 7
2023
Q2 		$144M Buy
66,461
+64,595
+3,462% +$3.25M 2.08% 6
2023
Q1 		$633K Sell
1,866
-1,816,349
-100% -$91.2M 0.01% 369
2022
Q4 		$90.6M Buy
1,818,215
+292,586
+19% +$14.5M 1.63% 9
2022
Q3 		$75.2M Buy
1,525,629
+208,066
+16% +$10.5M 1.71% 7
2022
Q2 		$66.6M Buy
1,317,563
+440,212
+50% +$22.4M 1.5% 7
2022
Q1 		$45.4M Buy
877,351
+479,056
+120% +$25.3M 1% 19
2021
Q4 		$21.5M Buy
398,295
+145,273
+57% +$7.87M 0.51% 50
2021
Q3 		$13.8M Buy
253,022
+4,643
+2% +$254K 0.38% 55
2021
Q2 		$13.6M Buy
248,379
+9,325
+4% +$511K 0.38% 55
2021
Q1 		$13.1M Sell
239,054
-5,277,600
-96% -$290M 0.42% 52
2020
Q4 		$304M Buy
5,516,654
+455,072
+9% +$25M 10.7% 2
2020
Q3 		$278M Buy
5,061,582
+470,109
+10% +$25.8M 11.96% 2
2020
Q2 		$251M Buy
4,591,473
+280,105
+6% +$15.1M 10.73% 2
2020
Q1 		$226M Buy
4,311,368
+368,137
+9% +$19.6M 11.05% 2
2019
Q4 		$211M Buy
3,943,231
+604,621
+18% +$32.4M 8.71% 2
2019
Q3 		$179M Buy
3,338,610
+1,542,103
+86% +$82.5M 8.89% 2
2019
Q2 		$96M Buy
+1,796,507
New +$95M 6% 3
2016
Q1 		– Sell
-7,050
Closed -$369K – 151
2015
Q4 		$369K Buy
+7,050
New +$370K 0.06% 109
2015
Q2 		– Sell
-7,350
Closed -$388K – 126
2015
Q1 		$388K Buy
+7,350
New +$387K 0.07% 81

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's IGSB Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q2 2026, buying an estimated $104M and bringing the position to 13,710,330 shares worth $719M. The position accounts for 2.75% of the portfolio, ranked #7.

EP Wealth Advisors first reported a position in IGSB in Q1 2015 and has held it in 30 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • EP Wealth Advisors held 13,710,330 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $719M as of Q2 2026.
  • EP Wealth Advisors bought 1,989,601 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $104M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.75% of EP Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • EP Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 30 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.