Johnson Bixby & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Johnson Bixby & Associates’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	$1.58M	Sell	30,167 -17,390	-37%	-$912K	0.18%	44
2026 Q1	$2.5M	Sell	47,557 -12,867	-21%	-$680K	0.31%	34
2025 Q4	$3.2M	Buy	60,424 +44,082	+270%	+$2.33M	0.4%	31
2025 Q3	$867K	Buy	16,342 +11,540	+240%	+$609K	0.11%	54
2025 Q2	$253K	Buy	+4,802	New	+$251K	0.03%	105
2024 Q1	–	Sell	-4,150	Closed	-$213K	–	118
2023 Q4	$213K	Buy	+4,150	New	+$208K	0.04%	103
2023 Q3	–	Sell	-4,140	Closed	-$208K	–	98
2023 Q2	$208K	Buy	+4,140	New	+$209K	0.04%	92

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

Johnson Bixby & Associates's IGSB Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 37% in Q2 2026, selling an estimated $912K and leaving 30,167 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #44.

Johnson Bixby & Associates first reported a position in IGSB in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.2M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Johnson Bixby & Associates held 30,167 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.58M as of Q2 2026.
Johnson Bixby & Associates sold 17,390 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $912K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.18% of Johnson Bixby & Associates's portfolio in Q2 2026, its #44 holding.
Johnson Bixby & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
Johnson Bixby & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.2M in Q4 2025.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.