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

Marmo Financial Group’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 		$7.31M Sell
138,988
-3,562
-2% -$188K 3.62% 8
2025
Q4 		$7.54M Buy
142,550
+1,425
+1% +$75.4K 3.57% 8
2025
Q3 		$7.48M Buy
141,125
+4,591
+3% +$242K 3.62% 8
2025
Q2 		$7.2M Buy
136,534
+2,803
+2% +$146K 3.59% 9
2025
Q1 		$7M Buy
+133,731
New +$6.95M 3.83% 9

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

Marmo Financial Group's IGSB Position: Q1 2026 in Review

Marmo Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.5% in Q1 2026, selling an estimated $188K and leaving 138,988 shares worth $7.31M. The position accounts for 3.62% of the portfolio, ranked #8.

Marmo Financial Group first reported a position in IGSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.54M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Marmo Financial Group held 138,988 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.31M as of Q1 2026.
  • Marmo Financial Group sold 3,562 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $188K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.62% of Marmo Financial Group's portfolio in Q1 2026, its #8 holding.
  • Marmo Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Marmo Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.54M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.