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Grimes & Company’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Grimes & Company’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 		$304K Buy
5,800
+65
+1% +$3.41K 0.01% 379
2026
Q1 		$301K Sell
5,735
-199
-3% -$10.5K 0.01% 357
2025
Q4 		$314K Buy
5,934
+321
+6% +$17K 0.01% 374
2025
Q3 		$298K Sell
5,613
-848
-13% -$44.8K 0.01% 377
2025
Q2 		$341K Sell
6,461
-21
-0.3% -$1.1K 0.01% 319
2025
Q1 		$339K Sell
6,482
-849
-12% -$44.1K 0.01% 281
2024
Q4 		$379K Sell
7,331
-4,906
-40% -$255K 0.01% 284
2024
Q3 		$644K Sell
12,237
-447
-4% -$23.3K 0.02% 213
2024
Q2 		$650K Buy
12,684
+13
+0.1% +$663 0.02% 203
2024
Q1 		$650K Sell
12,671
-3,839
-23% -$196K 0.02% 209
2023
Q4 		$847K Sell
16,510
-692,589
-98% -$34.8M 0.03% 184
2023
Q3 		$35.3M Buy
709,099
+11,376
+2% +$569K 1.37% 15
2023
Q2 		$35M Sell
697,723
-50,303
-7% -$2.53M 1.24% 16
2023
Q1 		$37.8M Buy
748,026
+28,769
+4% +$1.44M 1.55% 12
2022
Q4 		$35.8M Buy
+719,257
New +$35.6M 1.51% 10
2016
Q4 		– Sell
-4,966
Closed -$263K – 210
2016
Q3 		$263K Sell
4,966
-200
-4% -$10.6K 0.04% 166
2016
Q2 		$274K Sell
5,166
-5,238
-50% -$277K 0.04% 168
2016
Q1 		$548K Buy
10,404
+32
+0.3% +$1.68K 0.07% 120
2015
Q4 		$542K Sell
10,372
-841,176
-99% -$44.2M 0.07% 118
2015
Q3 		$44.8M Buy
+851,548
New +$44.7M 5.76% 2

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Grimes & Company's IGSB Position: Q2 2026 in Review

Grimes & Company increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $3.41K and bringing the position to 5,800 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #379.

Grimes & Company first reported a position in IGSB in Q3 2015 and has held it in 20 quarters since. The position peaked at $44.8M in Q3 2015. 467 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Grimes & Company held 5,800 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $304K as of Q2 2026.
  • Grimes & Company bought 65 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.41K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #379 holding.
  • Grimes & Company first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 20 quarters since.
  • Grimes & Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $44.8M in Q3 2015.
  • 467 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.