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WELLINGTON-ALTUS USA INC.’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$126K Sell
2,404
-15,000
-86% -$786K 0.09% 176
2026
Q1 		$912K Buy
17,404
+15,000
+624% +$793K 0.54% 40
2025
Q4 		$127K Buy
+2,404
New +$127K 0.09% 173

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

WELLINGTON-ALTUS USA INC.'s IGSB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 86% in Q2 2026, selling an estimated $786K and leaving 2,404 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #176.

WELLINGTON-ALTUS USA INC. first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $912K in Q1 2026. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,404 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $126K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 15,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $786K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #176 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $912K in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.