HHRDM
IGSB icon

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
Q2 		$2.4M Buy
46,047
+4,745
+11% +$249K 1.09% 20
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

H&H Retirement Design & Management's IGSB Position: Q2 2026 in Review

H&H Retirement Design & Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q2 2026, buying an estimated $249K and bringing the position to 46,047 shares worth $2.4M. The position accounts for 1.09% of the portfolio, ranked #20.

H&H Retirement Design & Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • H&H Retirement Design & Management held 46,047 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.4M as of Q2 2026.
  • H&H Retirement Design & Management bought 4,745 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.09% of H&H Retirement Design & Management's portfolio in Q2 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 11 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.