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

LRI Investments’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	$2.57K	Hold	49	–	–	﹤0.01%	1236
2026 Q1	$2.58K	Hold	49	–	–	﹤0.01%	1230
2025 Q4	$2.59K	Hold	49	–	–	﹤0.01%	1166
2025 Q3	$2.6K	Hold	49	–	–	﹤0.01%	1168
2025 Q2	$2.58K	Hold	49	–	–	﹤0.01%	1135
2025 Q1	$2.57K	Hold	49	–	–	﹤0.01%	1071
2024 Q4	$2.53K	Hold	49	–	–	﹤0.01%	1053
2024 Q3	$2.54K	Hold	49	–	–	﹤0.01%	1046
2024 Q2	$2.51K	Hold	49	–	–	﹤0.01%	1023
2024 Q1	$2.51K	Buy	+49	New	+$2.51K	﹤0.01%	719

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

LRI Investments's IGSB Position: Q2 2026 in Review

LRI Investments held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 49 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

LRI Investments first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.6K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

LRI Investments held 49 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.57K as of Q2 2026.
LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #1236 holding.
LRI Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.6K in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.