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

Investment Partners’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 		$6.29M Buy
119,733
+6,765
+6% +$358K 2.24% 10
2025
Q4 		$5.97M Buy
112,968
+9,702
+9% +$514K 2.09% 12
2025
Q3 		$5.48M Buy
103,266
+5,628
+6% +$297K 1.93% 13
2025
Q2 		$5.15M Buy
97,638
+9,344
+11% +$488K 1.95% 14
2025
Q1 		$4.62M Buy
88,294
+10,066
+13% +$523K 1.92% 14
2024
Q4 		$4.04M Buy
78,228
+9,102
+13% +$473K 1.67% 17
2024
Q3 		$3.64M Buy
69,126
+26,161
+61% +$1.36M 1.52% 19
2024
Q2 		$2.2M Buy
42,965
+4,140
+11% +$211K 0.99% 32
2024
Q1 		$1.99M Buy
38,825
+357
+0.9% +$18.3K 0.9% 33
2023
Q4 		$1.97M Buy
38,468
+2,776
+8% +$139K 0.97% 30
2023
Q3 		$1.78M Buy
35,692
+9,120
+34% +$456K 0.94% 33
2023
Q2 		$1.33M Sell
26,572
-266
-1% -$13.4K 0.69% 41
2023
Q1 		$1.36M Sell
26,838
-694
-3% -$34.8K 0.71% 39
2022
Q4 		$1.37M Sell
27,532
-2,962
-10% -$147K 0.73% 41
2022
Q3 		$1.5M Sell
30,494
-22,247
-42% -$1.12M 0.45% 67
2022
Q2 		$2.67M Buy
52,741
+881
+2% +$44.9K 1.3% 21
2022
Q1 		$2.68M Buy
51,860
+3,972
+8% +$209K 1.13% 25
2021
Q4 		$2.58M Buy
47,888
+1,883
+4% +$102K 1.05% 25
2021
Q3 		$2.51M Buy
46,005
+2,128
+5% +$117K 1.14% 25
2021
Q2 		$2.4M Buy
43,877
+9,200
+27% +$504K 1.1% 25
2021
Q1 		$1.9M Buy
34,677
+1,890
+6% +$104K 0.92% 33
2020
Q4 		$1.81M Buy
32,787
+3,594
+12% +$198K 0.96% 32
2020
Q3 		$1.6M Buy
29,193
+2,669
+10% +$147K 0.96% 29
2020
Q2 		$1.45M Buy
26,524
+7,697
+41% +$415K 0.85% 35
2020
Q1 		$986K Sell
18,827
-3,999
-18% -$213K 0.71% 46
2019
Q4 		$1.22M Buy
22,826
+3,131
+16% +$168K 0.83% 42
2019
Q3 		$1.06M Sell
19,695
-8,769
-31% -$469K 0.77% 42
2019
Q2 		$1.52M Sell
28,464
-436
-2% -$23.1K 1.09% 31
2019
Q1 		$1.53M Buy
28,900
+3,345
+13% +$175K 1.1% 30
2018
Q4 		$1.32M Buy
25,555
+8,330
+48% +$429K 1.11% 32
2018
Q3 		$237 Buy
17,225
+1,613
+10% +$83.6K 0.13% 103
2018
Q2 		$810K Buy
15,612
+1,854
+13% +$96.1K 0.6% 51
2018
Q1 		$714K Buy
13,758
+5,538
+67% +$288K 0.53% 57
2017
Q4 		$430K Sell
8,220
-638
-7% -$33.5K 0.32% 74
2017
Q3 		$467K Sell
8,858
-9,070
-51% -$478K 0.4% 67
2017
Q2 		$944K Buy
17,928
+210
+1% +$11.1K 0.86% 41
2017
Q1 		$932K Sell
17,718
-2,620
-13% -$138K 0.9% 40
2016
Q4 		$1.07M Buy
20,338
+3,304
+19% +$174K 1.04% 38
2016
Q3 		$901K Buy
17,034
+3,310
+24% +$175K 0.51% 68
2016
Q2 		$728K Buy
13,724
+3,596
+36% +$190K 0.73% 53
2016
Q1 		$530K Hold
10,128
– – 0.35% 81
2015
Q4 		$529K Buy
10,128
+6,000
+145% +$315K 0.64% 61
2015
Q3 		$218K Sell
4,128
-1,616
-28% -$84.9K 0.29% 87
2015
Q2 		$303K Buy
5,744
+1,076
+23% +$56.7K 0.37% 76
2015
Q1 		$246K Buy
4,668
+2
+0% +$105 0.27% 84
2014
Q4 		$246K Buy
+4,666
New +$246K 0.28% 84

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Partners's IGSB Position: Q1 2026 in Review

Investment Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6% in Q1 2026, buying an estimated $358K and bringing the position to 119,733 shares worth $6.29M. The position accounts for 2.24% of the portfolio, ranked #10.

Investment Partners first reported a position in IGSB in Q4 2014 and has held it in 46 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Investment Partners held 119,733 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.29M as of Q1 2026.
  • Investment Partners bought 6,765 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $358K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.24% of Investment Partners's portfolio in Q1 2026, its #10 holding.
  • Investment Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.