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

Ipswich Investment 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	$210K	Hold	4,000	–	–	0.04%	184
2026 Q1	$210K	Hold	4,000	–	–	0.05%	178
2025 Q4	$212K	Hold	4,000	–	–	0.05%	177
2025 Q3	$212K	Hold	4,000	–	–	0.05%	177
2025 Q2	$211K	Hold	4,000	–	–	0.05%	177
2025 Q1	$209K	Hold	4,000	–	–	0.05%	180
2024 Q4	$207K	Hold	4,000	–	–	0.05%	180
2024 Q3	$211K	Sell	4,000 -64	-2%	-$3.33K	0.05%	187
2024 Q2	$208K	Buy	4,064 +64	+2%	+$3.27K	0.05%	181
2024 Q1	$205K	Hold	4,000	–	–	0.05%	192
2023 Q4	$205K	Sell	4,000 -1,500	-27%	-$75.3K	0.05%	183
2023 Q3	$274K	Sell	5,500 -2,000	-27%	-$100K	0.07%	155
2023 Q2	$376K	Hold	7,500	–	–	0.1%	142
2023 Q1	$379K	Sell	7,500 -500	-6%	-$25.1K	0.1%	138
2022 Q4	$399K	Sell	8,000 -4,800	-38%	-$238K	0.11%	134
2022 Q3	$631K	Sell	12,800 -5,000	-28%	-$252K	0.2%	105
2022 Q2	$900K	Sell	17,800 -11,600	-39%	-$591K	0.26%	93
2022 Q1	$1.52M	Hold	29,400	–	–	0.38%	75
2021 Q4	$1.58M	Sell	29,400 -9,470	-24%	-$513K	0.37%	78
2021 Q3	$2.12M	Buy	38,870 +29,970	+337%	+$1.64M	0.54%	58
2021 Q2	$488K	Buy	8,900 +2,300	+35%	+$126K	0.12%	129
2021 Q1	$361K	Buy	+6,600	New	+$362K	0.1%	139

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ipswich Investment Management's IGSB Position: Q2 2026 in Review

Ipswich Investment Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 4,000 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #184.

Ipswich Investment Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.12M in Q3 2021. 257 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Ipswich Investment Management held 4,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
Ipswich Investment Management 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 0.04% of Ipswich Investment Management's portfolio in Q2 2026, its #184 holding.
Ipswich Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Ipswich Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.12M in Q3 2021.
257 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.