LIM
IGSB icon

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

Leavell Investment 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 		$34.8M Buy
663,554
+61,070
+10% +$3.2M 1.27% 11
2026
Q1 		$31.7M Buy
602,484
+50,356
+9% +$2.66M 1.3% 12
2025
Q4 		$29.2M Buy
552,128
+36,206
+7% +$1.92M 1.21% 13
2025
Q3 		$27.4M Buy
515,922
+16,141
+3% +$852K 1.15% 14
2025
Q2 		$26.4M Buy
499,781
+40,145
+9% +$2.1M 1.18% 14
2025
Q1 		$24.1M Buy
459,636
+34,472
+8% +$1.79M 1.19% 13
2024
Q4 		$22M Buy
425,164
+73,653
+21% +$3.83M 1.08% 14
2024
Q3 		$18.5M Buy
351,511
+54,035
+18% +$2.81M 0.92% 18
2024
Q2 		$15.2M Buy
297,476
+51,854
+21% +$2.65M 0.84% 22
2024
Q1 		$12.6M Buy
245,622
+43,680
+22% +$2.23M 0.73% 29
2023
Q4 		$10.4M Buy
201,942
+82,495
+69% +$4.14M 0.66% 39
2023
Q3 		$5.95M Buy
119,447
+11,175
+10% +$559K 0.42% 67
2023
Q2 		$5.43M Buy
108,272
+15,229
+16% +$767K 0.37% 72
2023
Q1 		$4.7M Buy
93,043
+36,692
+65% +$1.84M 0.34% 79
2022
Q4 		$2.81M Buy
56,351
+24,970
+80% +$1.24M 0.21% 124
2022
Q3 		$1.55M Sell
31,381
-900
-3% -$45.4K 0.12% 164
2022
Q2 		$1.63M Sell
32,281
-500
-2% -$25.5K 0.12% 162
2022
Q1 		$1.7M Sell
32,781
-555
-2% -$29.3K 0.12% 166
2021
Q4 		$1.8M Buy
33,336
+11,590
+53% +$628K 0.12% 168
2021
Q3 		$1.19M Buy
+21,746
New +$1.19M 0.09% 199
2016
Q1 		– Sell
-4,230
Closed -$221K – 375
2015
Q4 		$221K Hold
4,230
– – 0.03% 347
2015
Q3 		$222K Buy
4,230
+50
+1% +$2.63K 0.04% 348
2015
Q2 		$220K Hold
4,180
– – 0.03% 372
2015
Q1 		$221K Hold
4,180
– – 0.03% 376
2014
Q4 		$220K Hold
4,180
– – 0.03% 370
2014
Q3 		$220K Hold
4,180
– – 0.04% 365
2014
Q2 		$221K Sell
4,180
-500
-11% -$26.4K 0.03% 379
2014
Q1 		$247K Buy
4,680
+180
+4% +$9.49K 0.04% 345
2013
Q4 		$237K Hold
4,500
– – 0.04% 354
2013
Q3 		$237K Hold
4,500
– – 0.04% 344
2013
Q2 		$236K Buy
+4,500
New +$237K 0.04% 336

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

Leavell Investment Management's IGSB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 10% in Q2 2026, buying an estimated $3.2M and bringing the position to 663,554 shares worth $34.8M. The position accounts for 1.27% of the portfolio, ranked #11.

Leavell Investment Management first reported a position in IGSB in Q2 2013 and has held it in 31 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Leavell Investment Management held 663,554 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $34.8M as of Q2 2026.
  • Leavell Investment Management bought 61,070 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.2M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.27% of Leavell Investment Management's portfolio in Q2 2026, its #11 holding.
  • Leavell Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 31 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.