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Great Diamond Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Great Diamond Partners’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 		$833K Buy
15,890
+232
+1% +$12.2K 0.14% 136
2026
Q1 		$823K Sell
15,658
-142
-0.9% -$7.51K 0.16% 124
2025
Q4 		$836K Sell
15,800
-571
-3% -$30.2K 0.16% 126
2025
Q3 		$868K Sell
16,371
-1,200
-7% -$63.3K 0.17% 121
2025
Q2 		$927K Buy
+17,571
New +$918K 0.2% 115
2024
Q3 		– Sell
-7,435
Closed -$381K – 204
2024
Q2 		$381K Buy
7,435
+6
+0.1% +$306 0.09% 145
2024
Q1 		$381K Sell
7,429
-48,979
-87% -$2.51M 0.09% 150
2023
Q4 		$2.89M Sell
56,408
-6,398
-10% -$321K 0.71% 38
2023
Q3 		$3.13M Buy
62,806
+3,954
+7% +$198K 0.85% 28
2023
Q2 		$2.95M Sell
58,852
-35,962
-38% -$1.81M 0.78% 32
2023
Q1 		$4.79M Buy
94,814
+257
+0.3% +$12.9K 1.39% 14
2022
Q4 		$4.71M Sell
94,557
-14,924
-14% -$739K 1.45% 14
2022
Q3 		$5.39M Sell
109,481
-1,295
-1% -$65.4K 1.84% 9
2022
Q2 		$5.6M Buy
110,776
+67,512
+156% +$3.44M 1.86% 9
2022
Q1 		$2.24M Buy
43,264
+24,575
+131% +$1.3M 0.62% 47
2021
Q4 		$1.01M Sell
18,689
-17,826
-49% -$965K 0.26% 86
2021
Q3 		$2M Buy
36,515
+400
+1% +$21.9K 0.55% 51
2021
Q2 		$1.98M Sell
36,115
-18,971
-34% -$1.04M 0.56% 53
2021
Q1 		$3.01M Sell
55,086
-62,895
-53% -$3.45M 0.93% 29
2020
Q4 		$6.51M Buy
117,981
+6,181
+6% +$340K 2.07% 8
2020
Q3 		$6.14M Sell
111,800
-97,863
-47% -$5.38M 2.25% 8
2020
Q2 		$11.5M Buy
209,663
+5,390
+3% +$290K 4.75% 4
2020
Q1 		$10.7M Buy
204,273
+118,842
+139% +$6.32M 5.51% 4
2019
Q4 		$4.58M Buy
+85,431
New +$4.58M 1.74% 10

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Great Diamond Partners's IGSB Position: Q2 2026 in Review

Great Diamond Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 15,890 shares worth $833K. The position accounts for 0.14% of the portfolio, ranked #136.

Great Diamond Partners first reported a position in IGSB in Q4 2019 and has held it in 24 quarters since. The position peaked at $11.5M in Q2 2020. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Great Diamond Partners held 15,890 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $833K as of Q2 2026.
  • Great Diamond Partners bought 232 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #136 holding.
  • Great Diamond Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Great Diamond Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.5M in Q2 2020.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.