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

JT Stratford LLC’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 		$202K Buy
+3,851
New +$202K 0.02% 314
2025
Q3 		– Sell
-102,236
Closed -$5.39M – 319
2025
Q2 		$5.39M Buy
102,236
+6,315
+7% +$330K 0.82% 24
2025
Q1 		$5.02M Buy
95,921
+5,435
+6% +$283K 0.89% 20
2024
Q4 		$4.68M Buy
90,486
+39,157
+76% +$2.04M 0.77% 25
2024
Q3 		$2.7M Buy
51,329
+2,260
+5% +$118K 0.46% 43
2024
Q2 		$2.51M Buy
49,069
+421
+0.9% +$21.5K 0.47% 44
2024
Q1 		$2.49M Buy
48,648
+2,880
+6% +$147K 0.5% 39
2023
Q4 		$2.35M Sell
45,768
-389
-0.8% -$19.5K 0.54% 42
2023
Q3 		$2.3M Sell
46,157
-371
-0.8% -$18.6K 0.59% 36
2023
Q2 		$2.33M Buy
46,528
+471
+1% +$23.7K 0.63% 38
2023
Q1 		$2.33M Buy
46,057
+9,380
+26% +$471K 0.67% 34
2022
Q4 		$1.83M Buy
36,677
+23,835
+186% +$1.18M 0.58% 39
2022
Q3 		$633K Buy
12,842
+1,541
+14% +$77.8K 0.23% 92
2022
Q2 		$571K Buy
11,301
+1,470
+15% +$74.8K 0.18% 105
2022
Q1 		$508K Buy
9,831
+50
+0.5% +$2.64K 0.15% 121
2021
Q4 		$527K Buy
9,781
+10
+0.1% +$541 0.14% 129
2021
Q3 		$534K Buy
9,771
+1,658
+20% +$90.8K 0.16% 116
2021
Q2 		$445K Buy
8,113
+253
+3% +$13.9K 0.14% 133
2021
Q1 		$430K Sell
7,860
-2,172
-22% -$119K 0.15% 128
2020
Q4 		$553K Sell
10,032
-328
-3% -$18K 0.21% 95
2020
Q3 		$569K Sell
10,360
-19
-0.2% -$1.04K 0.25% 84
2020
Q2 		$568K Buy
+10,379
New +$559K 0.29% 87
2017
Q1 		– Sell
-5,554
Closed -$291K – 113
2016
Q4 		$291K Buy
+5,554
New +$292K 0.24% 89

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JT Stratford LLC's IGSB Position: Q2 2026 in Review

JT Stratford LLC opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 3,851 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in IGSB as recently as Q2 2025.

JT Stratford LLC first reported a position in IGSB in Q4 2016 and has held it in 23 quarters since. The position peaked at $5.39M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • JT Stratford LLC held 3,851 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $202K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new JT Stratford LLC position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of JT Stratford LLC's portfolio in Q2 2026, its #314 holding.
  • JT Stratford LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • JT Stratford LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.39M in Q2 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.