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

HeadInvest LLC’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	$433K	Hold	8,271	–	–	0.08%	160
2026 Q1	$435K	Buy	8,271 +1,250	+18%	+$66.1K	0.09%	160
2025 Q4	$371K	Buy	+7,021	New	+$372K	0.07%	169
2023 Q4	–	Sell	-673	Closed	-$33.4K	–	440
2023 Q3	$33.4K	Buy	+673	New	+$33.7K	0.01%	396
2019 Q3	–	Sell	-8,140	Closed	-$435K	–	196
2019 Q2	$435K	Hold	8,140	–	–	0.12%	115
2019 Q1	$430K	Sell	8,140 -8,140	-50%	-$425K	0.12%	116
2018 Q4	$841K	Buy	16,280 +9,270	+132%	+$478K	0.13%	110
2018 Q3	$363K	Buy	+7,010	New	+$363K	0.1%	126

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HeadInvest LLC's IGSB Position: Q2 2026 in Review

HeadInvest LLC held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 8,271 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #160.

HeadInvest LLC first reported a position in IGSB in Q3 2018 and has held it in 8 quarters since. The position peaked at $841K in Q4 2018. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

HeadInvest LLC held 8,271 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $433K as of Q2 2026.
HeadInvest LLC left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of HeadInvest LLC's portfolio in Q2 2026, its #160 holding.
HeadInvest LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 8 quarters since.
HeadInvest LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $841K in Q4 2018.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.