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
2026 Q2	$141K	Buy	+2,699	New	+$141K	0.01%	284
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 $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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Logan Capital Management's IGSB Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 2,699 shares worth $141K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IGSB as recently as Q3 2025.

Logan Capital Management first reported a position in IGSB in Q1 2021 and has held it in 11 quarters since. The position peaked at $359K in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Logan Capital Management held 2,699 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $141K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Logan Capital Management position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Logan Capital Management's portfolio in Q2 2026, its #284 holding.
Logan Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 11 quarters since.
Logan Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $359K in Q1 2023.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.