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F/M Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

F/M Investments’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 		$587K Sell
11,204
-287
-2% -$15K 0.03% 242
2026
Q1 		$604K Sell
11,491
-14,084
-55% -$744K 0.04% 217
2025
Q4 		$1.35M Buy
25,575
+2,511
+11% +$133K 0.05% 273
2025
Q3 		$1.22M Sell
23,064
-5,208
-18% -$275K 0.05% 285
2025
Q2 		$1.49M Hold
28,272
– – 0.05% 271
2025
Q1 		$1.48M Buy
28,272
+1,061
+4% +$55.2K 0.06% 264
2024
Q4 		$1.41M Buy
+27,211
New +$1.41M 0.05% 265

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

F/M Investments's IGSB Position: Q2 2026 in Review

F/M Investments reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 11,204 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #242.

F/M Investments first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • F/M Investments held 11,204 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $587K as of Q2 2026.
  • F/M Investments sold 287 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of F/M Investments's portfolio in Q2 2026, its #242 holding.
  • F/M Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • F/M Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.49M in Q2 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.