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Kohmann Bosshard Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-743
Closed -$39.3K – 392
2025
Q4 		$39.3K Buy
+743
New +$39.3K ﹤0.01% 591
2025
Q1 		– Sell
-261
Closed -$13.5K – 512
2024
Q4 		$13.5K Buy
+261
New +$13.6K ﹤0.01% 483

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kohmann Bosshard Financial Services's IGSB Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 743 shares — an estimated $39.3K sold.

Kohmann Bosshard Financial Services first reported a position in IGSB in Q4 2024 and held it in 2 quarters. The position peaked at $39.3K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 743 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $39.3K.
  • Kohmann Bosshard Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $39.3K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.