Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$66.6K	Hold	1,271	–	–	﹤0.01%	416
2026 Q1	$66.8K	Hold	1,271	–	–	﹤0.01%	406
2025 Q4	$67.4K	Hold	1,271	–	–	﹤0.01%	405
2025 Q3	$67.5K	Hold	1,271	–	–	﹤0.01%	407
2025 Q2	$67.1K	Hold	1,271	–	–	﹤0.01%	374
2025 Q1	$66.2K	Hold	1,271	–	–	﹤0.01%	363
2024 Q4	$66.1K	Sell	1,271 -365	-22%	-$19K	﹤0.01%	372
2024 Q3	$85.2K	Buy	1,636 +365	+29%	+$19K	﹤0.01%	351
2024 Q2	$65.6K	Hold	1,271	–	–	﹤0.01%	368
2024 Q1	$64.5K	Buy	+1,271	New	+$65K	﹤0.01%	373
2019 Q4	–	Sell	-650	Closed	-$35K	–	691
2019 Q3	$35K	Hold	650	–	–	﹤0.01%	452
2019 Q2	$35K	Hold	650	–	–	﹤0.01%	442
2019 Q1	$34K	Hold	650	–	–	﹤0.01%	446
2018 Q4	$34K	Buy	+650	New	+$33.5K	﹤0.01%	454
2018 Q2	–	Sell	-500	Closed	-$26K	–	696
2018 Q1	$26K	Buy	+500	New	+$26K	﹤0.01%	509
2015 Q4	–	Sell	-900	Closed	-$47K	–	656
2015 Q3	$47K	Hold	900	–	–	﹤0.01%	421
2015 Q2	$47K	Hold	900	–	–	﹤0.01%	421
2015 Q1	$47K	Sell	900 -630	-41%	-$33.2K	﹤0.01%	438
2014 Q4	$80K	Buy	1,530 +630	+70%	+$33.2K	﹤0.01%	379
2014 Q3	$47K	Hold	900	–	–	﹤0.01%	421
2014 Q2	$48K	Hold	900	–	–	﹤0.01%	437
2014 Q1	$47K	Hold	900	–	–	﹤0.01%	418
2013 Q4	$47K	Hold	900	–	–	﹤0.01%	396
2013 Q3	$47K	Hold	900	–	–	﹤0.01%	377
2013 Q2	$47K	Buy	+900	New	+$47.4K	﹤0.01%	394

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IGSB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,271 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IGSB in Q2 2013 and has held it in 25 quarters since. The position peaked at $85.2K in Q3 2024. 686 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,271 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $66.6K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #416 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 25 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $85.2K in Q3 2024.
686 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.