Matthew Hamilton Rosenberg’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Matthew Hamilton Rosenberg’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	$1.94K	Hold	37	–	–	﹤0.01%	737
2026 Q1	$1.95K	Hold	37	–	–	﹤0.01%	732
2025 Q4	$1.96K	Hold	37	–	–	﹤0.01%	744
2025 Q3	$1.96K	Hold	37	–	–	﹤0.01%	750
2025 Q2	$1.95K	Hold	37	–	–	﹤0.01%	781
2025 Q1	$1.94K	Buy	+37	New	+$1.92K	﹤0.01%	764
2024 Q3	–	Sell	-601	Closed	-$30.7K	–	844
2024 Q2	$30.7K	Hold	601	–	–	0.01%	482
2024 Q1	$30.6K	Sell	601 -12	-2%	-$614	0.01%	490
2023 Q4	$31.4K	Buy	613 +7	+1%	+$351	0.01%	486
2023 Q3	$30.2K	Buy	606 +5	+0.8%	+$250	0.01%	479
2023 Q2	$30.1K	Sell	601 -5,822	-91%	-$293K	0.01%	497
2023 Q1	$325K	Buy	6,423 +3	+0%	+$151	0.1%	117
2022 Q4	$320K	Buy	6,420 +5,844	+1,015%	+$289K	0.11%	118
2022 Q3	$28K	Buy	576 +3	+0.5%	+$151	0.01%	541
2022 Q2	$29K	Buy	573 +3	+0.5%	+$153	0.01%	542
2022 Q1	$30K	Sell	570 -144	-20%	-$7.59K	0.01%	520
2021 Q4	$38K	Buy	714 +4	+0.6%	+$217	0.01%	455
2021 Q3	$39K	Buy	710 +146	+26%	+$8K	0.02%	429
2021 Q2	$31K	Buy	564 +3	+0.5%	+$164	0.02%	428
2021 Q1	$31K	Buy	+561	New	+$30.8K	0.02%	392

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

Matthew Hamilton Rosenberg's IGSB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 37 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Matthew Hamilton Rosenberg first reported a position in IGSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $325K in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Matthew Hamilton Rosenberg held 37 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.94K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #737 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $325K in Q1 2023.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.