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Lutz Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lutz Financial Services’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
Q1 		$25M Sell
475,169
-11,586
-2% -$612K 1.68% 14
2025
Q4 		$25.7M Buy
486,755
+6,407
+1% +$339K 1.75% 14
2025
Q3 		$25.5M Buy
480,348
+2,919
+0.6% +$154K 1.84% 13
2025
Q2 		$25.2M Sell
477,429
-5,670
-1% -$296K 1.96% 13
2025
Q1 		$25.3M Buy
483,099
+1,228
+0.3% +$63.8K 2.07% 13
2024
Q4 		$24.9M Buy
481,871
+6,050
+1% +$315K 2.01% 13
2024
Q3 		$25.1M Sell
475,821
-5,034
-1% -$262K 2.03% 13
2024
Q2 		$24.6M Sell
480,855
-2,131
-0.4% -$109K 2.15% 13
2024
Q1 		$24.8M Sell
482,986
-15,608
-3% -$799K 2.16% 12
2023
Q4 		$25.6M Sell
498,594
-17,251
-3% -$866K 2.4% 11
2023
Q3 		$25.7M Buy
515,845
+10,414
+2% +$521K 2.8% 10
2023
Q2 		$25.4M Buy
505,431
+6,336
+1% +$319K 2.73% 10
2023
Q1 		$25.2M Sell
499,095
-7,962
-2% -$400K 2.88% 10
2022
Q4 		$25.3M Sell
507,057
-6,022
-1% -$298K 3.1% 10
2022
Q3 		$25.3M Sell
513,079
-23,430
-4% -$1.18M 3.45% 10
2022
Q2 		$27.1M Buy
536,509
+72,437
+16% +$3.69M 3.6% 11
2022
Q1 		$24M Buy
464,072
+67,843
+17% +$3.58M 2.96% 10
2021
Q4 		$21.3M Buy
396,229
+3,634
+0.9% +$197K 2.62% 10
2021
Q3 		$21.5M Buy
392,595
+2,428
+0.6% +$133K 2.79% 10
2021
Q2 		$21.4M Buy
390,167
+4,259
+1% +$233K 2.85% 9
2021
Q1 		$21.1M Sell
385,908
-4,778
-1% -$262K 3.12% 9
2020
Q4 		$21.6M Buy
390,686
+29,902
+8% +$1.64M 3.54% 7
2020
Q3 		$19.8M Buy
360,784
+34,978
+11% +$1.92M 3.82% 7
2020
Q2 		$17.8M Buy
325,806
+38,898
+14% +$2.1M 3.63% 8
2020
Q1 		$15M Buy
286,908
+32,636
+13% +$1.74M 3.34% 8
2019
Q4 		$13.6M Buy
254,272
+58,882
+30% +$3.16M 2.42% 14
2019
Q3 		$10.5M Buy
195,390
+89,712
+85% +$4.8M 2.01% 17
2019
Q2 		$5.65M Buy
105,678
+66,168
+167% +$3.5M 1.11% 23
2019
Q1 		$2.09M Buy
39,510
+10,477
+36% +$547K 0.43% 34
2018
Q4 		$1.5M Sell
29,033
-4,214
-13% -$217K 0.33% 36
2018
Q3 		$1.72M Buy
33,247
+5,483
+20% +$284K 0.38% 27
2018
Q2 		$1.44M Sell
27,764
-7,796
-22% -$404K 0.41% 26
2018
Q1 		$1.85M Sell
35,560
-534
-1% -$27.8K 0.54% 25
2017
Q4 		$1.89M Buy
+36,094
New +$1.89M 0.55% 27

Other funds holding IGSB

Northern Trust
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lutz Financial Services's IGSB Position: Q1 2026 in Review

Lutz Financial Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q1 2026, selling an estimated $612K and leaving 475,169 shares worth $25M. The position accounts for 1.68% of the portfolio, ranked #14.

Lutz Financial Services first reported a position in IGSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $27.1M in Q2 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Lutz Financial Services held 475,169 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $25M as of Q1 2026.
  • Lutz Financial Services sold 11,586 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $612K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.68% of Lutz Financial Services's portfolio in Q1 2026, its #14 holding.
  • Lutz Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.1M in Q2 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.