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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graybill Wealth Management's IGSB Position: Q1 2026 in Review

Graybill Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.9% in Q1 2026, buying an estimated $274K and bringing the position to 93,501 shares worth $4.91M. The position accounts for 1.5% of the portfolio, ranked #33.

Graybill Wealth Management first reported a position in IGSB in Q3 2021 and has held it in 18 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Graybill Wealth Management held 93,501 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.91M as of Q1 2026.
Graybill Wealth Management bought 5,193 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $274K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.5% of Graybill Wealth Management's portfolio in Q1 2026, its #33 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 18 quarters since.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.