GI
IGSB icon

Gradient Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gradient Investments’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 		– Sell
-265,063
Closed -$13.9M – 459
2026
Q1 		$13.9M Buy
265,063
+16,458
+7% +$870K 0.22% 135
2025
Q4 		$13.1M Buy
248,605
+10,219
+4% +$541K 0.21% 142
2025
Q3 		$12.6M Sell
238,386
-392,396
-62% -$20.7M 0.21% 138
2025
Q2 		$33.3M Buy
630,782
+872
+0.1% +$45.6K 0.61% 55
2025
Q1 		$33M Buy
629,910
+246,750
+64% +$12.8M 0.67% 50
2024
Q4 		$19.8M Buy
383,160
+40,265
+12% +$2.09M 0.4% 72
2024
Q3 		$18.1M Buy
342,895
+341,130
+19,327% +$17.8M 0.38% 75
2024
Q2 		$90.4K Sell
1,765
-1,395
-44% -$71.2K ﹤0.01% 412
2024
Q1 		$162K Sell
3,160
-812,731
-100% -$41.6M ﹤0.01% 311
2023
Q4 		$41.8M Sell
815,891
-237,105
-23% -$11.9M 1.01% 22
2023
Q3 		$52.5M Buy
1,052,996
+20,775
+2% +$1.04M 1.39% 13
2023
Q2 		$51.8M Buy
1,032,221
+1,031,774
+230,822% +$52M 1.33% 14
2023
Q1 		$22.6K Sell
447
-185
-29% -$9.29K ﹤0.01% 655
2022
Q4 		$31.5K Sell
632
-205
-24% -$10.1K ﹤0.01% 595
2022
Q3 		$41K Buy
837
+412
+97% +$20.8K ﹤0.01% 508
2022
Q2 		$21K Buy
425
+6
+1% +$305 ﹤0.01% 639
2022
Q1 		$22K Buy
419
+42
+11% +$2.21K ﹤0.01% 628
2021
Q4 		$20K Sell
377
-848
-69% -$45.9K ﹤0.01% 658
2021
Q3 		$67K Buy
1,225
+583
+91% +$31.9K ﹤0.01% 435
2021
Q2 		$35K Buy
642
+293
+84% +$16.1K ﹤0.01% 531
2021
Q1 		$19K Sell
349
-135
-28% -$7.41K ﹤0.01% 626
2020
Q4 		$27K Hold
484
– – ﹤0.01% 509
2020
Q3 		$27K Buy
484
+95
+24% +$5.22K ﹤0.01% 513
2020
Q2 		$21K Sell
389
-1,562
-80% -$84.1K ﹤0.01% 521
2020
Q1 		$102K Sell
1,951
-185
-9% -$9.85K 0.01% 270
2019
Q4 		$115K Sell
2,136
-104
-5% -$5.58K 0.01% 300
2019
Q3 		$120K Hold
2,240
– – 0.01% 286
2019
Q2 		$120K Sell
2,240
-648
-22% -$34.3K 0.01% 291
2019
Q1 		$153K Sell
2,888
-79
-3% -$4.12K 0.01% 261
2018
Q4 		$153K Buy
2,967
+1,862
+169% +$96K 0.01% 242
2018
Q3 		$110K Sell
1,105
-2,685
-71% -$139K 0.01% 274
2018
Q2 		$196K Sell
3,790
-1,264
-25% -$65.5K 0.01% 233
2018
Q1 		$262K Sell
5,054
-517,488
-99% -$26.9M 0.01% 222
2017
Q4 		$27.3M Buy
522,542
+21,266
+4% +$1.12M 1.58% 11
2017
Q3 		$26.4M Buy
501,276
+17,232
+4% +$908K 1.69% 12
2017
Q2 		$25.5M Buy
484,044
+18,804
+4% +$990K 1.79% 11
2017
Q1 		$24.5M Buy
465,240
+63,280
+16% +$3.32M 1.87% 10
2016
Q4 		$21.1M Buy
401,960
+54,496
+16% +$2.87M 1.85% 9
2016
Q3 		$18.4M Buy
347,464
+70,968
+26% +$3.76M 1.81% 9
2016
Q2 		$14.7M Buy
276,496
+47,808
+21% +$2.52M 1.59% 11
2016
Q1 		$12.1M Sell
228,688
-4,050
-2% -$212K 1.49% 14
2015
Q4 		$12.2M Buy
232,738
+10,288
+5% +$540K 1.62% 14
2015
Q3 		$11.7M Sell
222,450
-4,618
-2% -$243K 1.66% 14
2015
Q2 		$12M Buy
227,068
+17,768
+8% +$937K 1.64% 15
2015
Q1 		$11M Sell
209,300
-180,024
-46% -$9.48M 1.65% 15
2014
Q4 		$20.5M Buy
389,324
+19,970
+5% +$1.05M 3.37% 8
2014
Q3 		$19.4M Buy
369,354
+38,220
+12% +$2.01M 3.52% 8
2014
Q2 		$17.5M Buy
331,134
+38,358
+13% +$2.02M 3.43% 8
2014
Q1 		$15.4M Buy
292,776
+32,204
+12% +$1.7M 3.57% 7
2013
Q4 		$13.7M Sell
260,572
-36,270
-12% -$1.91M 3.65% 5
2013
Q3 		$15.6M Sell
296,842
-53,894
-15% -$2.83M 4.92% 2
2013
Q2 		$18.4M Buy
+350,736
New +$18.5M 6.92% 2

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Gradient Investments's IGSB Position: Q2 2026 in Review

Gradient Investments sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 265,063 shares — an estimated $13.9M sold.

Gradient Investments first reported a position in IGSB in Q2 2013 and held it in 52 quarters. The position peaked at $52.5M in Q3 2023. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Gradient Investments reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 265,063 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.9M.
  • Gradient Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 52 quarters.
  • Gradient Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $52.5M in Q3 2023.
  • 175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.