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Fortis Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fortis Capital Management’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 		$14.4M Buy
275,229
+17,973
+7% +$942K 1.61% 13
2026
Q1 		$13.5M Buy
257,256
+191
+0.1% +$10.1K 1.38% 12
2025
Q4 		$13.6M Buy
257,065
+15,211
+6% +$805K 1.8% 11
2025
Q3 		$12.8M Buy
241,854
+12,449
+5% +$657K 1.8% 11
2025
Q2 		$12.1M Sell
229,405
-19,599
-8% -$1.02M 1.88% 9
2025
Q1 		$13M Sell
249,004
-15,712
-6% -$817K 2.54% 4
2024
Q4 		$13.7M Buy
264,716
+15,539
+6% +$808K 2.53% 5
2024
Q3 		$13.1M Buy
249,177
+4,835
+2% +$252K 2.64% 5
2024
Q2 		$12.5M Buy
244,342
+8,659
+4% +$442K 2.67% 5
2024
Q1 		$12.1M Sell
235,683
-3,949
-2% -$202K 3.17% 4
2023
Q4 		$12.3M Buy
239,632
+1,989
+0.8% +$99.9K 3.14% 3
2023
Q3 		$11.8M Buy
237,643
+30,406
+15% +$1.52M 3.69% 3
2023
Q2 		$10.4M Buy
207,237
+35,983
+21% +$1.81M 3.67% 4
2023
Q1 		$8.66M Buy
171,254
+18,724
+12% +$940K 3.5% 3
2022
Q4 		$7.6M Buy
152,530
+32,917
+28% +$1.63M 5.62% 4
2022
Q3 		$5.89M Buy
119,613
+20,868
+21% +$1.05M 5.03% 3
2022
Q2 		$4.99M Sell
98,745
-43,008
-30% -$2.19M 4.91% 3
2022
Q1 		$7.33M Buy
141,753
+15,548
+12% +$820K 3.74% 6
2021
Q4 		$6.8M Buy
126,205
+46,961
+59% +$2.54M 3.52% 7
2021
Q3 		$4.33M Buy
79,244
+2,912
+4% +$159K 2.31% 4
2021
Q2 		$4.18M Buy
76,332
+10,684
+16% +$585K 2.13% 4
2021
Q1 		$3.59M Buy
65,648
+9,189
+16% +$505K 2.07% 4
2020
Q4 		$3.12M Buy
56,459
+9,663
+21% +$531K 2.38% 4
2020
Q3 		$2.57M Buy
46,796
+2,536
+6% +$139K 2.04% 2
2020
Q2 		$2.42M Buy
44,260
+14,009
+46% +$755K 2.73% 3
2020
Q1 		$1.58M Buy
30,251
+4,341
+17% +$231K 4.7% 5
2019
Q4 		$1.39M Buy
+25,910
New +$1.39M 1.23% 44

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

Fortis Capital Management's IGSB Position: Q2 2026 in Review

Fortis Capital Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7% in Q2 2026, buying an estimated $942K and bringing the position to 275,229 shares worth $14.4M. The position accounts for 1.61% of the portfolio, ranked #13.

Fortis Capital Management first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Fortis Capital Management held 275,229 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.4M as of Q2 2026.
  • Fortis Capital Management bought 17,973 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $942K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.61% of Fortis Capital Management's portfolio in Q2 2026, its #13 holding.
  • Fortis Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.