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

Logan Capital 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
2025 Q4	–	Sell	-2,396	Closed	-$127K	–	370
2025 Q3	$127K	Buy	2,396 +53	+2%	+$2.8K	0.01%	283
2025 Q2	$124K	Buy	2,343 +269	+13%	+$14.1K	0.01%	279
2025 Q1	$109K	Buy	2,074 +58	+3%	+$3.02K	﹤0.01%	305
2024 Q4	$104K	Buy	2,016 +846	+72%	+$44K	﹤0.01%	312
2024 Q3	$61.6K	Buy	+1,170	New	+$60.9K	﹤0.01%	339
2023 Q2	–	Sell	-7,109	Closed	-$359K	–	496
2023 Q1	$359K	Hold	7,109	–	–	0.02%	266
2022 Q4	$354K	Buy	+7,109	New	+$352K	0.02%	262
2021 Q4	–	Sell	-308	Closed	-$17K	–	550
2021 Q3	$17K	Buy	308 +1	+0.3%	+$55	﹤0.01%	432
2021 Q2	$17K	Sell	307 -199	-39%	-$10.9K	﹤0.01%	428
2021 Q1	$28K	Buy	+506	New	+$27.8K	﹤0.01%	386

Other funds holding IGSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Logan Capital Management's IGSB Position: Q4 2025 in Review

Logan Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 2,396 shares — an estimated $127K sold.

Logan Capital Management first reported a position in IGSB in Q1 2021 and held it in 10 quarters. The position peaked at $359K in Q1 2023. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

Logan Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 2,396 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $127K.
Logan Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Logan Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $359K in Q1 2023.
1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.