Gallagher Fiduciary Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gallagher Fiduciary Advisors’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	$258K	Buy	+4,923	New	+$258K	0.01%	319
2025 Q2	–	Sell	-3,858	Closed	-$202K	–	336
2025 Q1	$202K	Sell	3,858 -464	-11%	-$24.1K	0.01%	288
2024 Q4	$223K	Sell	4,322 -94,069	-96%	-$4.89M	0.04%	266
2024 Q3	$5.18M	Sell	98,391 -380,312	-79%	-$19.8M	1.05%	22
2024 Q2	$24.5M	Buy	478,703 +62,455	+15%	+$3.19M	5.5%	5
2024 Q1	$21.3M	Buy	416,248 +5,478	+1%	+$280K	0.76%	12
2023 Q4	$21.1M	Buy	410,770 +11,906	+3%	+$598K	0.72%	12
2023 Q3	$19.9M	Buy	398,864 +25,702	+7%	+$1.29M	1.75%	11
2023 Q2	$18.7M	Buy	373,162 +7,872	+2%	+$397K	1.42%	13
2023 Q1	$18.5M	Buy	+365,290	New	+$18.3M	1.52%	13

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gallagher Fiduciary Advisors's IGSB Position: Q2 2026 in Review

Gallagher Fiduciary Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 4,923 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Gallagher Fiduciary Advisors previously reported a position in IGSB as recently as Q1 2025.

Gallagher Fiduciary Advisors first reported a position in IGSB in Q1 2023 and has held it in 10 quarters since. The position peaked at $24.5M in Q2 2024. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Gallagher Fiduciary Advisors held 4,923 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $258K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Gallagher Fiduciary Advisors position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #319 holding.
Gallagher Fiduciary Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Gallagher Fiduciary Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $24.5M in Q2 2024.
1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.