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

INVST’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	$496K	Buy	9,470 +2,153	+29%	+$113K	0.05%	262
2026 Q1	$385K	Sell	7,317 -199	-3%	-$10.5K	0.04%	269
2025 Q4	$397K	Sell	7,516 -157	-2%	-$8.31K	0.04%	248
2025 Q3	$407K	Buy	7,673 +1,364	+22%	+$72K	0.05%	250
2025 Q2	$333K	Buy	6,309 +21	+0.3%	+$1.1K	0.04%	253
2025 Q1	$329K	Buy	+6,288	New	+$327K	0.05%	238
2021 Q4	–	Sell	-28,045	Closed	-$1.53M	–	194
2021 Q3	$1.53M	Sell	28,045 -22,614	-45%	-$1.24M	0.24%	61
2021 Q2	$2.77M	Buy	50,659 +7,028	+16%	+$385K	0.45%	40
2021 Q1	$2.39M	Sell	43,631 -24,787	-36%	-$1.36M	0.41%	41
2020 Q4	$3.77M	Buy	68,418 +12,615	+23%	+$694K	0.69%	36
2020 Q3	$3.06M	Buy	55,803 +13,127	+31%	+$721K	0.71%	36
2020 Q2	$2.33M	Buy	+42,676	New	+$2.3M	0.69%	40

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

INVST's IGSB Position: Q2 2026 in Review

INVST increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 29% in Q2 2026, buying an estimated $113K and bringing the position to 9,470 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #262.

INVST first reported a position in IGSB in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.77M in Q4 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

INVST held 9,470 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $496K as of Q2 2026.
INVST bought 2,153 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $113K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of INVST's portfolio in Q2 2026, its #262 holding.
INVST first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
INVST's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.77M in Q4 2020.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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