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

Lewis Asset 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 		$584K Buy
11,151
+80
+0.7% +$4.19K 0.2% 105
2026
Q1 		$582K Buy
11,071
+60
+0.5% +$3.17K 0.24% 103
2025
Q4 		$582K Sell
11,011
-78
-0.7% -$4.13K 0.24% 98
2025
Q3 		$588K Sell
11,089
-381
-3% -$20.1K 0.24% 94
2025
Q2 		$605K Sell
11,470
-401
-3% -$20.9K 0.28% 87
2025
Q1 		$622K Sell
11,871
-6,760
-36% -$351K 0.51% 52
2024
Q4 		$963K Buy
18,631
+157
+0.8% +$8.16K 0.74% 28
2024
Q3 		$973K Sell
18,474
-1,078
-6% -$56.1K 0.71% 31
2024
Q2 		$1M Buy
19,552
+224
+1% +$11.4K 0.77% 28
2024
Q1 		$991K Sell
19,328
-807
-4% -$41.3K 0.82% 28
2023
Q4 		$1.03M Buy
+20,135
New +$1.01M 0.95% 23

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Lewis Asset Management's IGSB Position: Q2 2026 in Review

Lewis Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.72% in Q2 2026, buying an estimated $4.19K and bringing the position to 11,151 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #105.

Lewis Asset Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2023. 472 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Lewis Asset Management held 11,151 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $584K as of Q2 2026.
  • Lewis Asset Management bought 80 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.19K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Lewis Asset Management's portfolio in Q2 2026, its #105 holding.
  • Lewis Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.03M in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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