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Hohimer Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hohimer Wealth 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 		$283K Sell
5,408
-1,376
-20% -$72.1K 0.03% 281
2026
Q1 		$357K Sell
6,784
-365
-5% -$19.3K 0.04% 228
2025
Q4 		$378K Sell
7,149
-448
-6% -$23.7K 0.05% 203
2025
Q3 		$403K Sell
7,597
-1,992
-21% -$105K 0.06% 206
2025
Q2 		$506K Buy
9,589
+90
+0.9% +$4.7K 0.09% 157
2025
Q1 		$497K Buy
9,499
+501
+6% +$26K 0.1% 160
2024
Q4 		$465K Buy
8,998
+3
+0% +$156 0.09% 148
2024
Q3 		$474K Sell
8,995
-9,765
-52% -$508K 0.1% 138
2024
Q2 		$961K Sell
18,760
-2,852
-13% -$145K 0.22% 125
2024
Q1 		$1.11M Sell
21,612
-15,303
-41% -$783K 0.26% 104
2023
Q4 		$1.89M Sell
36,915
-8,146
-18% -$409K 0.48% 67
2023
Q3 		$2.25M Sell
45,061
-20,951
-32% -$1.05M 0.64% 53
2023
Q2 		$3.31M Sell
66,012
-7,137
-10% -$360K 0.91% 33
2023
Q1 		$3.7M Sell
73,149
-10,470
-13% -$526K 1.07% 24
2022
Q4 		$4.17M Sell
83,619
-6,510
-7% -$322K 1.33% 17
2022
Q3 		$4.44M Buy
90,129
+5,582
+7% +$282K 1.43% 10
2022
Q2 		$4.27M Sell
84,547
-230,421
-73% -$11.7M 1.26% 12
2022
Q1 		$16.3M Sell
314,968
-4,750
-1% -$250K 3.21% 2
2021
Q4 		$17.2M Sell
319,718
-106,015
-25% -$5.74M 3.63% 2
2021
Q3 		$23.3M Buy
425,733
+16,438
+4% +$900K 4.88% 2
2021
Q2 		$22.4M Buy
409,295
+194,035
+90% +$10.6M 4.59% 2
2021
Q1 		$11.8M Buy
215,260
+202,041
+1,528% +$11.1M 2.87% 3
2020
Q4 		$729K Buy
13,219
+7,188
+119% +$395K 0.19% 127
2020
Q3 		$331K Buy
6,031
+20
+0.3% +$1.1K 0.09% 153
2020
Q2 		$329K Buy
+6,011
New +$324K 0.11% 159

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

Hohimer Wealth Management's IGSB Position: Q2 2026 in Review

Hohimer Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 20% in Q2 2026, selling an estimated $72.1K and leaving 5,408 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #281.

Hohimer Wealth Management first reported a position in IGSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $23.3M in Q3 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Hohimer Wealth Management held 5,408 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $283K as of Q2 2026.
  • Hohimer Wealth Management sold 1,376 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $72.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Hohimer Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Hohimer Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.3M in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.