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Forum Private Client Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Forum Private Client Group’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 		$763K Buy
14,555
+1,043
+8% +$54.7K 0.23% 43
2026
Q1 		$710K Sell
13,512
-492
-4% -$26K 0.24% 43
2025
Q4 		$741K Sell
14,004
-1,485
-10% -$78.6K 0.25% 41
2025
Q3 		$821K Buy
15,489
+238
+2% +$12.6K 0.29% 38
2025
Q2 		$805K Sell
15,251
-414
-3% -$21.6K 0.31% 37
2025
Q1 		$820K Sell
15,665
-361
-2% -$18.8K 0.36% 32
2024
Q4 		$829K Buy
16,026
+490
+3% +$25.5K 0.37% 36
2024
Q3 		$818K Sell
15,536
-490
-3% -$25.5K 0.36% 33
2024
Q2 		$821K Sell
16,026
-4,083
-20% -$208K 0.39% 32
2024
Q1 		$1.03M Sell
20,109
-8,448
-30% -$432K 0.5% 31
2023
Q4 		$1.46M Buy
+28,557
New +$1.43M 0.76% 26
2023
Q3 		– Sell
-35,224
Closed -$1.77M – 26
2023
Q2 		$1.77M Sell
35,224
-1,056
-3% -$53.2K 1.01% 26
2023
Q1 		$1.83M Buy
36,280
+535
+1% +$26.9K 1.16% 24
2022
Q4 		$1.78M Sell
35,745
-1,608
-4% -$79.6K 1.23% 25
2022
Q3 		$1.84M Buy
37,353
+1,344
+4% +$67.8K 1.38% 23
2022
Q2 		$1.82M Buy
36,009
+4,575
+15% +$233K 1.32% 22
2022
Q1 		$1.63M Buy
+31,434
New +$1.66M 1.26% 21

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

Forum Private Client Group's IGSB Position: Q2 2026 in Review

Forum Private Client Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.7% in Q2 2026, buying an estimated $54.7K and bringing the position to 14,555 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #43.

Forum Private Client Group first reported a position in IGSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2022. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Forum Private Client Group held 14,555 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $763K as of Q2 2026.
  • Forum Private Client Group bought 1,043 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $54.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of Forum Private Client Group's portfolio in Q2 2026, its #43 holding.
  • Forum Private Client Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.84M in Q3 2022.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.