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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
Q3 		$1.9K Hold
37
– – ﹤0.01% 757
2026
Q2 		$1.94K Hold
37
– – ﹤0.01% 737
2026
Q1 		$1.94K 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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Matthew Hamilton Rosenberg's IGSB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 37 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Matthew Hamilton Rosenberg first reported a position in IGSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $325K in Q1 2023. 327 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 37 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #757 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 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $325K in Q1 2023.
  • 327 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.