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

Garrison Point 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	$450K	Sell	8,590 -10	-0.1%	-$524	0.18%	117
2026 Q1	$452K	Hold	8,600	–	–	0.21%	109
2025 Q4	$455K	Buy	8,600 +680	+9%	+$36K	0.2%	108
2025 Q3	$420K	Hold	7,920	–	–	0.18%	116
2025 Q2	$418K	Sell	7,920 -20	-0.3%	-$1.04K	0.19%	112
2025 Q1	$416K	Hold	7,940	–	–	0.2%	111
2024 Q4	$410K	Buy	7,940 +170	+2%	+$8.84K	0.19%	106
2024 Q3	$409K	Buy	7,770 +620	+9%	+$32.3K	0.25%	97
2024 Q2	$366K	Buy	7,150 +520	+8%	+$26.5K	0.24%	102
2024 Q1	$340K	Hold	6,630	–	–	0.22%	110
2023 Q4	$340K	Hold	6,630	–	–	0.24%	110
2023 Q3	$330K	Hold	6,630	–	–	0.26%	106
2023 Q2	$333K	Sell	6,630 -260	-4%	-$13.1K	0.24%	112
2023 Q1	$348K	Buy	6,890 +100	+1%	+$5.02K	0.26%	105
2022 Q4	$338K	Hold	6,790	–	–	0.28%	106
2022 Q3	$335K	Sell	6,790 -105	-2%	-$5.3K	0.3%	105
2022 Q2	$349K	Hold	6,895	–	–	0.29%	105
2022 Q1	$357K	Sell	6,895 -25	-0.4%	-$1.32K	0.25%	113
2021 Q4	$373K	Sell	6,920 -380	-5%	-$20.6K	0.25%	112
2021 Q3	$399K	Hold	7,300	–	–	0.29%	106
2021 Q2	$400K	Sell	7,300 -100	-1%	-$5.48K	0.29%	105
2021 Q1	$405K	Buy	7,400 +70	+1%	+$3.84K	0.31%	97
2020 Q4	$404K	Buy	7,330 +440	+6%	+$24.2K	0.33%	93
2020 Q3	$378K	Buy	6,890 +2,280	+49%	+$125K	0.34%	92
2020 Q2	$252K	Buy	+4,610	New	+$248K	0.25%	105

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

Garrison Point Advisors's IGSB Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.12% in Q2 2026, selling an estimated $524 and leaving 8,590 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #117.

Garrison Point Advisors first reported a position in IGSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $455K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Garrison Point Advisors held 8,590 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $450K as of Q2 2026.
Garrison Point Advisors sold 10 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $524.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.18% of Garrison Point Advisors's portfolio in Q2 2026, its #117 holding.
Garrison Point Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Garrison Point Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $455K in Q4 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 Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.