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

Lodestar Private 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 		$4.94M Buy
94,232
+3,059
+3% +$160K 0.43% 50
2026
Q1 		$4.79M Buy
91,173
+2,276
+3% +$120K 0.47% 50
2025
Q4 		$4.7M Buy
88,897
+8,093
+10% +$428K 0.47% 51
2025
Q3 		$4.29M Buy
80,804
+5,195
+7% +$274K 0.45% 53
2025
Q2 		$3.99M Buy
75,609
+1,638
+2% +$85.6K 0.46% 51
2025
Q1 		$3.87M Buy
73,971
+1,757
+2% +$91.3K 0.49% 49
2024
Q4 		$3.73M Buy
72,214
+4,040
+6% +$210K 0.47% 52
2024
Q3 		$3.59M Buy
68,174
+713
+1% +$37.1K 0.46% 54
2024
Q2 		$3.46M Sell
67,461
-2,727
-4% -$139K 0.48% 51
2024
Q1 		$3.6M Sell
70,188
-130
-0.2% -$6.65K 0.51% 51
2023
Q4 		$3.61M Sell
70,318
-11,529
-14% -$579K 0.55% 45
2023
Q3 		$4.08M Sell
81,847
-16,192
-17% -$810K 0.7% 43
2023
Q2 		$4.92M Sell
98,039
-22,285
-19% -$1.12M 0.83% 32
2023
Q1 		$6.08M Sell
120,324
-122,273
-50% -$6.14M 1.09% 27
2022
Q4 		$12.1M Buy
+242,597
New +$12M 2.32% 10

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

Lodestar Private Asset Management's IGSB Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.4% in Q2 2026, buying an estimated $160K and bringing the position to 94,232 shares worth $4.94M. The position accounts for 0.43% of the portfolio, ranked #50.

Lodestar Private Asset Management first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q4 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Lodestar Private Asset Management held 94,232 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.94M as of Q2 2026.
  • Lodestar Private Asset Management bought 3,059 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $160K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.43% of Lodestar Private Asset Management's portfolio in Q2 2026, its #50 holding.
  • Lodestar Private Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $12.1M in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.