Mather Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $142K | Buy |
+2,704
| New | +$143K | ﹤0.01% | 813 |
|
|
2025
Q4 | – | Sell |
-1,977
| Closed | -$105K | – | 1112 |
|
|
2025
Q3 | $105K | Buy |
+1,977
| New | +$104K | ﹤0.01% | 761 |
|
|
2025
Q2 | – | Sell |
-4,084
| Closed | -$214K | – | 1128 |
|
|
2025
Q1 | $214K | Buy |
4,084
+420
| +11% | +$21.8K | ﹤0.01% | 569 |
|
|
2024
Q4 | $189K | Sell |
3,664
-212
| -5% | -$11K | ﹤0.01% | 583 |
|
|
2024
Q3 | $204K | Sell |
3,876
-439
| -10% | -$22.8K | ﹤0.01% | 568 |
|
|
2024
Q2 | $221K | Sell |
4,315
-361
| -8% | -$18.4K | ﹤0.01% | 587 |
|
|
2024
Q1 | $240K | Sell |
4,676
-199
| -4% | -$10.2K | ﹤0.01% | 487 |
|
|
2023
Q4 | $250K | Sell |
4,875
-486
| -9% | -$24.4K | ﹤0.01% | 495 |
|
|
2023
Q3 | $267K | Sell |
5,361
-944
| -15% | -$47.2K | ﹤0.01% | 464 |
|
|
2023
Q2 | $316K | Sell |
6,305
-833,336
| -99% | -$42M | 0.01% | 446 |
|
|
2023
Q1 | $42.4M | Buy |
839,641
+30,592
| +4% | +$1.54M | 0.75% | 20 |
|
|
2022
Q4 | $40.3M | Buy |
809,049
+16,502
| +2% | +$817K | 0.78% | 20 |
|
|
2022
Q3 | $39.1M | Buy |
792,547
+19,132
| +2% | +$966K | 0.84% | 19 |
|
|
2022
Q2 | $39.1M | Buy |
773,415
+13,983
| +2% | +$712K | 0.89% | 19 |
|
|
2022
Q1 | $39.3M | Buy |
759,432
+31,637
| +4% | +$1.67M | 0.78% | 21 |
|
|
2021
Q4 | $39.2M | Buy |
727,795
+34,337
| +5% | +$1.86M | 0.77% | 23 |
|
|
2021
Q3 | $37.9M | Buy |
693,458
+40,878
| +6% | +$2.24M | 0.91% | 20 |
|
|
2021
Q2 | $35.8M | Buy |
652,580
+59,725
| +10% | +$3.27M | 0.9% | 20 |
|
|
2021
Q1 | $32.4M | Buy |
592,855
+80,585
| +16% | +$4.43M | 0.92% | 20 |
|
|
2020
Q4 | $28.3M | Buy |
512,270
+44,528
| +10% | +$2.45M | 0.92% | 20 |
|
|
2020
Q3 | $25.7M | Buy |
467,742
+30,406
| +7% | +$1.67M | 1.01% | 20 |
|
|
2020
Q2 | $23.9M | Buy |
437,336
+58,094
| +15% | +$3.13M | 1.1% | 19 |
|
|
2020
Q1 | $19.9M | Buy |
379,242
+14,597
| +4% | +$777K | 1.39% | 17 |
|
|
2019
Q4 | $19.6M | Buy |
364,645
+14,226
| +4% | +$763K | 1.23% | 17 |
|
|
2019
Q3 | $18.8M | Buy |
350,419
+4,329
| +1% | +$232K | 1.38% | 17 |
|
|
2019
Q2 | $18.5M | Sell |
346,090
-36,867
| -10% | -$1.95M | 1.49% | 16 |
|
|
2019
Q1 | $20.2M | Sell |
382,957
-42,660
| -10% | -$2.23M | 1.68% | 17 |
|
|
2018
Q4 | $22M | Sell |
425,617
-16,629
| -4% | -$857K | 2.02% | 17 |
|
|
2018
Q3 | $22.9M | Sell |
442,246
-458,068
| -51% | -$23.8M | 2.04% | 17 |
|
|
2018
Q2 | $46.7M | Sell |
900,314
-1,469,806
| -62% | -$76.2M | 4.56% | 11 |
|
|
2018
Q1 | $123M | Buy |
2,370,120
+200,776
| +9% | +$10.4M | 12.75% | 1 |
|
|
2017
Q4 | $113M | Buy |
2,169,344
+157,200
| +8% | +$8.25M | 12.6% | 1 |
|
|
2017
Q3 | $106M | Buy |
2,012,144
+169,222
| +9% | +$8.92M | 12.89% | 1 |
|
|
2017
Q2 | $97M | Buy |
1,842,922
+299,318
| +19% | +$15.8M | 12.88% | 1 |
|
|
2017
Q1 | $81.2M | Buy |
1,543,604
+173,070
| +13% | +$9.09M | 12.29% | 1 |
|
|
2016
Q4 | $71.9M | Sell |
1,370,534
-49,054
| -3% | -$2.58M | 12.66% | 1 |
|
|
2016
Q3 | $75.1M | Buy |
1,419,588
+76,498
| +6% | +$4.05M | 14.09% | 1 |
|
|
2016
Q2 | $71.2M | Buy |
1,343,090
+73,972
| +6% | +$3.9M | 14.47% | 1 |
|
|
2016
Q1 | $66.9M | Buy |
1,269,118
+99,194
| +8% | +$5.2M | 14.21% | 1 |
|
|
2015
Q4 | $61.2M | Buy |
1,169,924
+36,020
| +3% | +$1.89M | 14.18% | 1 |
|
|
2015
Q3 | $59.6M | Buy |
1,133,904
+152,728
| +16% | +$8.02M | 15.71% | 2 |
|
|
2015
Q2 | $51.8M | Hold |
981,176
| – | – | 13.64% | 2 |
|
|
2015
Q1 | $51.8M | Sell |
981,176
-73,970
| -7% | -$3.9M | 13.64% | 2 |
|
|
2014
Q4 | $55.5M | Buy |
1,055,146
+18,356
| +2% | +$966K | 15.99% | 1 |
|
|
2014
Q3 | $54.6M | Buy |
1,036,790
+63,690
| +7% | +$3.36M | 16.79% | 1 |
|
|
2014
Q2 | $51.4M | Buy |
973,100
+92,678
| +11% | +$4.89M | 16.69% | 2 |
|
|
2014
Q1 | $46.4M | Buy |
880,422
+84,578
| +11% | +$4.46M | 17.03% | 1 |
|
|
2013
Q4 | $42M | Buy |
795,844
+34,886
| +5% | +$1.84M | 15.97% | 1 |
|
|
2013
Q3 | $40.1M | Buy |
760,958
+9,498
| +1% | +$498K | 16.62% | 1 |
|
|
2013
Q2 | $39.5M | Buy |
+751,460
| New | +$39.6M | 17.04% | 1 |
|
Other funds holding IGSB
MMI
EWA
B
Mather Group's IGSB Position: Q1 2026 in Review
Mather Group opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 2,704 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Mather Group previously reported a position in IGSB as recently as Q3 2025.
Mather Group first reported a position in IGSB in Q2 2013 and has held it in 50 quarters since. The position peaked at $123M in Q1 2018. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.
- Mather Group held 2,704 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $142K as of Q1 2026.
- iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Mather Group position in Q1 2026.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #813 holding.
- Mather Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 50 quarters since.
- Mather Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $123M in Q1 2018.
- 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.