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

Jaffetilchin 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	$1.29M	Buy	24,488 +2,764	+13%	+$146K	0.08%	169
2025 Q4	$1.15M	Buy	21,724 +764	+4%	+$40.5K	0.07%	176
2025 Q3	$1.11M	Buy	20,960 +2,705	+15%	+$143K	0.07%	179
2025 Q2	$963K	Buy	18,255 +9,768	+115%	+$510K	0.06%	186
2025 Q1	$444K	Buy	+8,487	New	+$441K	0.03%	262
2024 Q4	–	Sell	-350	Closed	-$18.4K	–	798
2024 Q3	$18.4K	Buy	+350	New	+$18.2K	﹤0.01%	788
2020 Q4	–	Sell	-6,742	Closed	-$370K	–	287
2020 Q3	$370K	Buy	+6,742	New	+$370K	0.07%	168
2017 Q4	–	Sell	-7,604	Closed	-$401K	–	264
2017 Q3	$401K	Buy	+7,604	New	+$401K	0.09%	194
2017 Q2	–	Sell	-35,126	Closed	-$1.85M	–	259
2017 Q1	$1.85M	Sell	35,126 -109,308	-76%	-$5.74M	0.47%	38
2016 Q4	$7.58M	Buy	144,434 +5,868	+4%	+$309K	2.26%	9
2016 Q3	$7.33M	Buy	+138,566	New	+$7.33M	2.33%	10

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jaffetilchin Investment Partners's IGSB Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q1 2026, buying an estimated $146K and bringing the position to 24,488 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #169.

Jaffetilchin Investment Partners first reported a position in IGSB in Q3 2016 and has held it in 11 quarters since. The position peaked at $7.58M in Q4 2016. 1,011 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Jaffetilchin Investment Partners held 24,488 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.29M as of Q1 2026.
Jaffetilchin Investment Partners bought 2,764 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $146K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #169 holding.
Jaffetilchin Investment Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 11 quarters since.
Jaffetilchin Investment Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.58M in Q4 2016.
1,011 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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