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

Greenwood Gearhart’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 		$55M Buy
1,050,207
+64,754
+7% +$3.39M 2.56% 15
2026
Q1 		$51.8M Buy
985,453
+56,469
+6% +$2.98M 2.8% 10
2025
Q4 		$49.1M Buy
928,984
+48,306
+5% +$2.56M 2.7% 13
2025
Q3 		$46.7M Sell
880,678
-272,253
-24% -$14.4M 2.69% 13
2025
Q2 		$60.8M Buy
1,152,931
+33,049
+3% +$1.73M 3.8% 6
2025
Q1 		$58.6M Buy
1,119,882
+80,115
+8% +$4.17M 4.06% 4
2024
Q4 		$53.8M Buy
1,039,767
+389,339
+60% +$20.2M 3.71% 6
2024
Q3 		$34.3M Buy
650,428
+16,987
+3% +$884K 2.85% 9
2024
Q2 		$32.5M Sell
633,441
-2,762
-0.4% -$141K 3.06% 6
2024
Q1 		$32.6M Buy
636,203
+14,326
+2% +$733K 3.18% 6
2023
Q4 		$31.9M Sell
621,877
-10,058
-2% -$505K 3.4% 6
2023
Q3 		$31.5M Sell
631,935
-94,837
-13% -$4.74M 3.73% 5
2023
Q2 		$36.5M Buy
726,772
+26,389
+4% +$1.33M 4.25% 4
2023
Q1 		$35.4M Buy
700,383
+201,878
+40% +$10.1M 4.51% 4
2022
Q4 		$24.8M Buy
498,505
+17,809
+4% +$882K 3.52% 4
2022
Q3 		$23.7M Buy
480,696
+68,178
+17% +$3.44M 3.76% 4
2022
Q2 		$20.9M Sell
412,518
-127,643
-24% -$6.5M 3.31% 6
2022
Q1 		$27.9M Buy
540,161
+124,405
+30% +$6.56M 3.84% 4
2021
Q4 		$22.4M Buy
415,756
+15,571
+4% +$843K 3.09% 6
2021
Q3 		$21.9M Sell
400,185
-2,631
-0.7% -$144K 3.39% 5
2021
Q2 		$22.1M Buy
402,816
+1,420
+0.4% +$77.8K 3.56% 6
2021
Q1 		$21.9M Buy
401,396
+32,285
+9% +$1.77M 3.91% 4
2020
Q4 		$20.4M Buy
369,111
+63,916
+21% +$3.51M 3.97% 4
2020
Q3 		$16.8M Sell
305,195
-663
-0.2% -$36.4K 3.88% 4
2020
Q2 		$16.7M Buy
305,858
+135,464
+80% +$7.3M 4.4% 2
2020
Q1 		$8.92M Sell
170,394
-292,414
-63% -$15.6M 2.91% 6
2019
Q4 		$24.8M Buy
462,808
+23,812
+5% +$1.28M 6.4% 2
2019
Q3 		$23.6M Buy
438,996
+45,518
+12% +$2.44M 6.5% 2
2019
Q2 		$21M Buy
+393,478
New +$20.8M 5.63% 1

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

Greenwood Gearhart's IGSB Position: Q2 2026 in Review

Greenwood Gearhart increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.6% in Q2 2026, buying an estimated $3.39M and bringing the position to 1,050,207 shares worth $55M. The position accounts for 2.56% of the portfolio, ranked #15.

Greenwood Gearhart first reported a position in IGSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $60.8M in Q2 2025. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Greenwood Gearhart held 1,050,207 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $55M as of Q2 2026.
  • Greenwood Gearhart bought 64,754 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.39M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.56% of Greenwood Gearhart's portfolio in Q2 2026, its #15 holding.
  • Greenwood Gearhart first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Greenwood Gearhart's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $60.8M in Q2 2025.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.