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

Goelzer Investment 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 		$12.5M Sell
238,502
-15,217
-6% -$798K 0.54% 29
2026
Q1 		$13.3M Buy
253,719
+6,735
+3% +$356K 0.65% 25
2025
Q4 		$13.1M Sell
246,984
-8,320
-3% -$441K 0.61% 25
2025
Q3 		$13.5M Buy
255,304
+9,119
+4% +$481K 0.72% 20
2025
Q2 		$13M Buy
246,185
+1,731
+0.7% +$90.4K 0.71% 18
2025
Q1 		$12.8M Buy
244,454
+5,420
+2% +$282K 0.74% 19
2024
Q4 		$12.4M Sell
239,034
-27,195
-10% -$1.41M 0.72% 21
2024
Q3 		$14M Buy
266,229
+1,801
+0.7% +$93.7K 0.77% 18
2024
Q2 		$13.5M Buy
264,428
+15,465
+6% +$789K 0.76% 16
2024
Q1 		$12.8M Buy
248,963
+7,802
+3% +$399K 0.72% 21
2023
Q4 		$12.4M Buy
241,161
+8,482
+4% +$426K 0.8% 21
2023
Q3 		$11.6M Sell
232,679
-183
-0.1% -$9.16K 0.82% 19
2023
Q2 		$11.7M Sell
232,862
-715
-0.3% -$36K 0.99% 19
2023
Q1 		$11.8M Buy
233,577
+75,145
+47% +$3.77M 1.03% 20
2022
Q4 		$7.89M Sell
158,432
-68,477
-30% -$3.39M 0.68% 41
2022
Q3 		$11.2M Buy
226,909
+14,734
+7% +$744K 1.12% 19
2022
Q2 		$10.7M Buy
212,175
+1,264
+0.6% +$64.4K 1.03% 22
2022
Q1 		$10.9M Buy
210,911
+3,478
+2% +$183K 0.94% 23
2021
Q4 		$11.2M Buy
207,433
+9,792
+5% +$530K 0.91% 23
2021
Q3 		$10.8M Sell
197,641
-3,246
-2% -$178K 0.95% 18
2021
Q2 		$11M Buy
200,887
+40,703
+25% +$2.23M 0.91% 18
2021
Q1 		$8.76M Buy
160,184
+13,601
+9% +$747K 0.77% 37
2020
Q4 		$8.09M Buy
146,583
+12,615
+9% +$694K 0.74% 37
2020
Q3 		$7.36M Buy
133,968
+40,503
+43% +$2.22M 0.68% 38
2020
Q2 		$5.11M Buy
93,465
+32,512
+53% +$1.75M 0.49% 57
2020
Q1 		$3.19M Buy
60,953
+19,987
+49% +$1.06M 0.36% 84
2019
Q4 		$2.2M Buy
40,966
+26,598
+185% +$1.43M 0.19% 133
2019
Q3 		$771K Buy
+14,368
New +$769K 0.07% 172

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Goelzer Investment Management's IGSB Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6% in Q2 2026, selling an estimated $798K and leaving 238,502 shares worth $12.5M. The position accounts for 0.54% of the portfolio, ranked #29.

Goelzer Investment Management first reported a position in IGSB in Q3 2019 and has held it in 28 quarters since. The position peaked at $14M in Q3 2024. 402 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Goelzer Investment Management held 238,502 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12.5M as of Q2 2026.
  • Goelzer Investment Management sold 15,217 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $798K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.54% of Goelzer Investment Management's portfolio in Q2 2026, its #29 holding.
  • Goelzer Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Goelzer Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14M in Q3 2024.
  • 402 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.