Lazari Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lazari Capital Management’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	$696K	Sell	13,282 -41	-0.3%	-$2.15K	0.21%	81
2026 Q1	$700K	Sell	13,323 -256	-2%	-$13.5K	0.24%	74
2025 Q4	$718K	Hold	13,579	–	–	0.24%	68
2025 Q3	$720K	Sell	13,579 -471	-3%	-$24.9K	0.24%	67
2025 Q2	$741K	Sell	14,050 -334	-2%	-$17.4K	0.28%	56
2025 Q1	$753K	Sell	14,384 -268	-2%	-$13.9K	0.31%	54
2024 Q4	$758K	Buy	14,652 +5,787	+65%	+$301K	0.3%	52
2024 Q3	$467K	Buy	8,865 +874	+11%	+$45.5K	0.2%	81
2024 Q2	$409K	Buy	+7,991	New	+$408K	0.18%	87

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 22.9% 1-Year Est. Return

Lazari Capital Management's IGSB Position: Q2 2026 in Review

Lazari Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.31% in Q2 2026, selling an estimated $2.15K and leaving 13,282 shares worth $696K. The position accounts for 0.21% of the portfolio, ranked #81.

Lazari Capital Management first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $758K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Lazari Capital Management held 13,282 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $696K as of Q2 2026.
Lazari Capital Management sold 41 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.15K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of Lazari Capital Management's portfolio in Q2 2026, its #81 holding.
Lazari Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lazari Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $758K in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.