Lido Advisors
IGSB icon

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

Lido Advisors’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
Q1 		$1.55M Sell
29,421
-1,442
-5% -$76.2K ﹤0.01% 786
2025
Q4 		$1.63M Sell
30,863
-67
-0.2% -$3.55K ﹤0.01% 790
2025
Q3 		$1.64M Buy
30,930
+467
+2% +$24.6K 0.01% 753
2025
Q2 		$1.61M Buy
30,463
+427
+1% +$22.3K 0.01% 661
2025
Q1 		$1.57M Sell
30,036
-19,508
-39% -$1.01M 0.01% 603
2024
Q4 		$2.56M Buy
49,544
+4,874
+11% +$253K 0.01% 467
2024
Q3 		$2.35M Sell
44,670
-23,067
-34% -$1.2M 0.01% 433
2024
Q2 		$3.47M Buy
67,737
+33,496
+98% +$1.71M 0.02% 347
2024
Q1 		$1.76M Buy
34,241
+28,001
+449% +$1.43M 0.01% 459
2023
Q4 		$320K Buy
+6,240
New +$313K ﹤0.01% 1008
2023
Q3 		– Sell
-5,305
Closed -$266K – 1265
2023
Q2 		$266K Sell
5,305
-254
-5% -$12.8K ﹤0.01% 990
2023
Q1 		$281K Sell
5,559
-132
-2% -$6.63K ﹤0.01% 888
2022
Q4 		$284K Buy
5,691
+943
+20% +$46.7K ﹤0.01% 802
2022
Q3 		$233K Buy
4,748
+727
+18% +$36.7K ﹤0.01% 845
2022
Q2 		$203K Sell
4,021
-31,235
-89% -$1.59M ﹤0.01% 873
2022
Q1 		$1.82M Buy
35,256
+5,044
+17% +$266K 0.02% 275
2021
Q4 		$1.63M Sell
30,212
-929
-3% -$50.3K 0.02% 316
2021
Q3 		$1.7M Buy
31,141
+641
+2% +$35.1K 0.02% 295
2021
Q2 		$1.67M Sell
30,500
-679
-2% -$37.2K 0.02% 282
2021
Q1 		$1.71M Sell
31,179
-43,339
-58% -$2.38M 0.03% 249
2020
Q4 		$4.11M Sell
74,518
-7,969
-10% -$438K 0.09% 134
2020
Q3 		$4.53M Buy
+82,487
New +$4.53M 0.12% 104
2020
Q1 		– Sell
-3,754
Closed -$201K – 625
2019
Q4 		$201K Buy
+3,754
New +$201K 0.01% 620
2019
Q3 		– Sell
-5,351
Closed -$285K – 590
2019
Q2 		$285K Buy
+5,351
New +$283K 0.02% 433
2016
Q4 		– Sell
-9,196
Closed -$486K – 228
2016
Q3 		$486K Hold
9,196
– – 0.15% 68
2016
Q2 		$488K Sell
9,196
-40,208
-81% -$2.12M 0.15% 65
2016
Q1 		$2.6M Buy
+49,404
New +$2.59M 0.88% 11

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors's IGSB Position: Q1 2026 in Review

Lido Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.7% in Q1 2026, selling an estimated $76.2K and leaving 29,421 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Lido Advisors first reported a position in IGSB in Q1 2016 and has held it in 27 quarters since. The position peaked at $4.53M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Lido Advisors held 29,421 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.55M as of Q1 2026.
  • Lido Advisors sold 1,442 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $76.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #786 holding.
  • Lido Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 27 quarters since.
  • Lido Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.53M in Q3 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.