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Legacy Capital Group California’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Legacy Capital Group California’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 		$210K Sell
4,013
-79
-2% -$4.14K 0.06% 287
2026
Q1 		$215K Buy
+4,092
New +$216K 0.08% 266
2025
Q2 		– Sell
-4,049
Closed -$212K – 339
2025
Q1 		$212K Buy
4,049
+89
+2% +$4.63K 0.07% 293
2024
Q4 		$205K Sell
3,960
-100
-2% -$5.2K 0.06% 313
2024
Q3 		$214K Buy
4,060
+9
+0.2% +$468 0.07% 295
2024
Q2 		$208K Sell
4,051
-485
-11% -$24.7K 0.07% 287
2024
Q1 		$233K Sell
4,536
-285
-6% -$14.6K 0.09% 273
2023
Q4 		$247K Buy
+4,821
New +$242K 0.1% 248
2023
Q3 		– Sell
-27,428
Closed -$1.38M – 283
2023
Q2 		$1.38M Sell
27,428
-468
-2% -$23.6K 0.57% 30
2023
Q1 		$1.41M Buy
+27,896
New +$1.4M 0.69% 34

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

Legacy Capital Group California's IGSB Position: Q2 2026 in Review

Legacy Capital Group California reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.9% in Q2 2026, selling an estimated $4.14K and leaving 4,013 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #287.

Legacy Capital Group California first reported a position in IGSB in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Legacy Capital Group California held 4,013 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
  • Legacy Capital Group California sold 79 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.14K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Legacy Capital Group California's portfolio in Q2 2026, its #287 holding.
  • Legacy Capital Group California first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
  • Legacy Capital Group California's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.41M in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.