LRPA
IGSB icon

L. Roy Papp & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

L. Roy Papp & 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 		$5.86M Buy
111,774
+11,639
+12% +$610K 0.62% 40
2026
Q1 		$5.26M Buy
100,135
+32,530
+48% +$1.72M 0.61% 40
2025
Q4 		$3.57M Buy
+67,605
New +$3.58M 0.4% 49

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

L. Roy Papp & Associates's IGSB Position: Q2 2026 in Review

L. Roy Papp & Associates increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, buying an estimated $610K and bringing the position to 111,774 shares worth $5.86M. The position accounts for 0.62% of the portfolio, ranked #40.

L. Roy Papp & Associates first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • L. Roy Papp & Associates held 111,774 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.86M as of Q2 2026.
  • L. Roy Papp & Associates bought 11,639 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $610K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of L. Roy Papp & Associates's portfolio in Q2 2026, its #40 holding.
  • L. Roy Papp & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.