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

Equitable Trust’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 		$15.1M Buy
288,614
+82,790
+40% +$4.34M 0.63% 37
2026
Q1 		$10.8M Buy
205,824
+6,024
+3% +$318K 0.5% 44
2025
Q4 		$10.6M Buy
199,800
+11,472
+6% +$607K 0.47% 44
2025
Q3 		$9.99M Buy
188,328
+38,331
+26% +$2.02M 0.46% 47
2025
Q2 		$7.91M Buy
149,997
+16,924
+13% +$884K 0.39% 53
2025
Q1 		$6.97M Buy
133,073
+1,503
+1% +$78.1K 0.39% 50
2024
Q4 		$6.8M Buy
131,570
+12,509
+11% +$650K 0.38% 48
2024
Q3 		$6.27M Sell
119,061
-8,480
-7% -$441K 0.4% 51
2024
Q2 		$6.54M Sell
127,541
-2,005
-2% -$102K 0.45% 46
2024
Q1 		$6.64M Sell
129,546
-38,131
-23% -$1.95M 0.46% 44
2023
Q4 		$8.6M Sell
167,677
-17,206
-9% -$864K 0.65% 35
2023
Q3 		$9.21M Sell
184,883
-25,299
-12% -$1.27M 0.76% 29
2023
Q2 		$10.5M Buy
210,182
+43,331
+26% +$2.18M 0.81% 28
2023
Q1 		$8.43M Sell
166,851
-1,713
-1% -$86K 0.66% 31
2022
Q4 		$8.4M Buy
168,564
+1,826
+1% +$90.4K 0.66% 34
2022
Q3 		$8.22M Sell
166,738
-21,490
-11% -$1.08M 0.68% 34
2022
Q2 		$9.52M Sell
188,228
-209,026
-53% -$10.6M 0.71% 34
2022
Q1 		$20.5M Buy
397,254
+47,548
+14% +$2.51M 1.32% 22
2021
Q4 		$18.8M Sell
349,706
-306,403
-47% -$16.6M 1.16% 22
2021
Q3 		$35.9M Sell
656,109
-6,200
-0.9% -$340K 2.29% 6
2021
Q2 		$36.3M Buy
+662,309
New +$36.3M 2.33% 6
2021
Q1 		– Sell
-9,995
Closed -$551K – 363
2020
Q4 		$551K Sell
9,995
-3,095
-24% -$170K 0.04% 241
2020
Q3 		$719K Buy
+13,090
New +$719K 0.06% 193
2019
Q4 		– Sell
-6,000
Closed -$322K – 289
2019
Q3 		$322K Hold
6,000
– – 0.03% 231
2019
Q2 		$321K Hold
6,000
– – 0.03% 234
2019
Q1 		$317K Hold
6,000
– – 0.04% 232
2018
Q4 		$310K Hold
6,000
– – 0.04% 219
2018
Q3 		$311K Buy
+6,000
New +$311K 0.04% 243

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

Equitable Trust's IGSB Position: Q2 2026 in Review

Equitable Trust increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 40% in Q2 2026, buying an estimated $4.34M and bringing the position to 288,614 shares worth $15.1M. The position accounts for 0.63% of the portfolio, ranked #37.

Equitable Trust first reported a position in IGSB in Q3 2018 and has held it in 28 quarters since. The position peaked at $36.3M in Q2 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Equitable Trust held 288,614 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.1M as of Q2 2026.
  • Equitable Trust bought 82,790 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.34M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.63% of Equitable Trust's portfolio in Q2 2026, its #37 holding.
  • Equitable Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • Equitable Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $36.3M in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.