H&H Retirement Design & Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

H&H Retirement Design & 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	$2.16M	Buy	41,302 +961	+2%	+$50.8K	1.02%	20
2025 Q4	$2.13M	Buy	40,341 +494	+1%	+$26.2K	1.09%	21
2025 Q3	$2.11M	Sell	39,847 -1,603	-4%	-$84.6K	1.12%	19
2025 Q2	$2.18M	Buy	41,450 +2,301	+6%	+$120K	1.2%	19
2025 Q1	$2.04M	Sell	39,149 -637	-2%	-$33.1K	1.36%	19
2024 Q4	$2.07M	Sell	39,786 -327	-0.8%	-$17K	1.26%	19
2024 Q3	$2.1M	Buy	40,113 +2,902	+8%	+$151K	1.24%	19
2024 Q2	$1.92M	Buy	37,211 +424	+1%	+$21.6K	1.18%	20
2024 Q1	$1.87M	Sell	36,787 -8,268	-18%	-$423K	1.23%	20
2023 Q4	$2.3M	Buy	+45,055	New	+$2.26M	1.45%	20

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

H&H Retirement Design & Management's IGSB Position: Q1 2026 in Review

H&H Retirement Design & Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q1 2026, buying an estimated $50.8K and bringing the position to 41,302 shares worth $2.16M. The position accounts for 1.02% of the portfolio, ranked #20.

H&H Retirement Design & Management first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.3M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

H&H Retirement Design & Management held 41,302 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.16M as of Q1 2026.
H&H Retirement Design & Management bought 961 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $50.8K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.02% of H&H Retirement Design & Management's portfolio in Q1 2026, its #20 holding.
H&H Retirement Design & Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
H&H Retirement Design & Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.3M in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.