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

Glass Jacobson Investment 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	$242K	Buy	4,612 +10	+0.2%	+$524	0.08%	182
2026 Q1	$242K	Sell	4,602 -596	-11%	-$31.5K	0.08%	171
2025 Q4	$275K	Sell	5,198 -133	-2%	-$7.04K	0.1%	162
2025 Q3	$283K	Buy	5,331 +97	+2%	+$5.12K	0.1%	159
2025 Q2	$276K	Sell	5,234 -228	-4%	-$11.9K	0.11%	158
2025 Q1	$282K	Hold	5,462	–	–	0.09%	199
2024 Q4	$282K	Buy	5,462 +11	+0.2%	+$572	0.09%	199
2024 Q3	$287K	Buy	5,451 +7	+0.1%	+$364	0.1%	194
2024 Q2	$279K	Buy	5,444 +8	+0.1%	+$408	0.1%	188
2024 Q1	$279K	Sell	5,436 -191	-3%	-$9.77K	0.1%	186
2023 Q4	$289K	Buy	5,627 +9	+0.2%	+$452	0.12%	174
2023 Q3	$280K	Sell	5,618 -239	-4%	-$12K	0.13%	170
2023 Q2	$294K	Buy	+5,857	New	+$295K	0.13%	165
2022 Q4	$259K	Buy	+5,207	New	+$258K	0.13%	179

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

Glass Jacobson Investment Advisors's IGSB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.22% in Q2 2026, buying an estimated $524 and bringing the position to 4,612 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #182.

Glass Jacobson Investment Advisors first reported a position in IGSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $294K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Glass Jacobson Investment Advisors held 4,612 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $242K as of Q2 2026.
Glass Jacobson Investment Advisors bought 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 0.08% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #182 holding.
Glass Jacobson Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $294K in Q2 2023.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.