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

Graybill Wealth 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 		$5.09M Buy
97,028
+3,527
+4% +$185K 1.37% 36
2026
Q1 		$4.91M Buy
93,501
+5,193
+6% +$274K 1.5% 33
2025
Q4 		$4.67M Buy
88,308
+1,027
+1% +$54.4K 1.38% 34
2025
Q3 		$4.63M Buy
87,281
+1,011
+1% +$53.4K 1.42% 34
2025
Q2 		$4.55M Buy
86,270
+936
+1% +$48.9K 1.49% 30
2025
Q1 		$4.47M Buy
+85,334
New +$4.44M 1.53% 30
2024
Q3 		$4.35M Buy
82,566
+2,652
+3% +$138K 1.61% 30
2024
Q2 		$4.09M Buy
79,914
+12,319
+18% +$628K 1.66% 30
2024
Q1 		$3.47M Buy
67,595
+4,322
+7% +$221K 1.46% 39
2023
Q4 		$3.24M Buy
63,273
+1,927
+3% +$96.8K 1.44% 38
2023
Q3 		$3.06M Buy
61,346
+1,649
+3% +$82.5K 1.49% 35
2023
Q2 		$3M Buy
59,697
+6,684
+13% +$337K 1.42% 34
2023
Q1 		$2.68M Buy
53,013
+166
+0.3% +$8.33K 1.36% 37
2022
Q4 		$2.63M Buy
52,847
+10,130
+24% +$502K 1.43% 36
2022
Q3 		$2.1M Buy
42,717
+675
+2% +$34.1K 1.25% 40
2022
Q2 		$2.13M Sell
42,042
-620
-1% -$31.6K 1.18% 42
2022
Q1 		$2.21M Buy
42,662
+1,735
+4% +$91.5K 1.08% 42
2021
Q4 		$2.21M Buy
40,927
+335
+0.8% +$18.1K 1% 44
2021
Q3 		$2.22M Buy
+40,592
New +$2.22M 1.09% 43

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Graybill Wealth Management's IGSB Position: Q2 2026 in Review

Graybill Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.8% in Q2 2026, buying an estimated $185K and bringing the position to 97,028 shares worth $5.09M. The position accounts for 1.37% of the portfolio, ranked #36.

Graybill Wealth Management first reported a position in IGSB in Q3 2021 and has held it in 19 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Graybill Wealth Management held 97,028 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.09M as of Q2 2026.
  • Graybill Wealth Management bought 3,527 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.37% of Graybill Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Graybill Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.