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Marathon Strategic Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Marathon Strategic 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 		$421K Sell
8,039
-105
-1% -$5.5K 0.24% 37
2026
Q1 		$428K Sell
8,144
-512
-6% -$27.1K 0.31% 35
2025
Q4 		$458K Sell
8,656
-835
-9% -$44.2K 0.35% 35
2025
Q3 		$503K Buy
9,491
+1,356
+17% +$71.6K 0.4% 34
2025
Q2 		$429K Sell
8,135
-239
-3% -$12.5K 0.4% 29
2025
Q1 		$439K Sell
8,374
-154
-2% -$8.01K 0.47% 26
2024
Q4 		$441K Sell
8,528
-673
-7% -$35K 0.48% 26
2024
Q3 		$485K Sell
9,201
-564
-6% -$29.4K 0.51% 26
2024
Q2 		$500K Buy
+9,765
New +$498K 0.58% 26
2024
Q1 		– Sell
-9,814
Closed -$503K – 27
2023
Q4 		$503K Buy
+9,814
New +$493K 0.68% 22

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marathon Strategic Advisors's IGSB Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.3% in Q2 2026, selling an estimated $5.5K and leaving 8,039 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #37.

Marathon Strategic Advisors first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $503K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Marathon Strategic Advisors held 8,039 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $421K as of Q2 2026.
  • Marathon Strategic Advisors sold 105 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.24% of Marathon Strategic Advisors's portfolio in Q2 2026, its #37 holding.
  • Marathon Strategic Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Marathon Strategic Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $503K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.