May Barnhard Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

May Barnhard Investments’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	$568K	Sell	10,841 -551	-5%	-$28.9K	0.23%	60
2026 Q1	$599K	Sell	11,392 -1,895	-14%	-$100K	0.29%	54
2025 Q4	$703K	Buy	13,287 +461	+4%	+$24.4K	0.33%	51
2025 Q3	$680K	Buy	12,826 +50	+0.4%	+$2.64K	0.32%	53
2025 Q2	$674K	Buy	12,776 +123	+1%	+$6.43K	0.31%	54
2025 Q1	$663K	Sell	12,653 -1,122	-8%	-$58.3K	0.33%	51
2024 Q4	$712K	Buy	13,775 +168	+1%	+$8.73K	0.34%	52
2024 Q3	$717K	Sell	13,607 -105	-0.8%	-$5.46K	0.35%	47
2024 Q2	$703K	Buy	13,712 +91	+0.7%	+$4.64K	0.36%	48
2024 Q1	$698K	Buy	13,621 +2,200	+19%	+$113K	0.35%	48
2023 Q4	$586K	Buy	+11,421	New	+$573K	0.3%	48

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

May Barnhard Investments's IGSB Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.8% in Q2 2026, selling an estimated $28.9K and leaving 10,841 shares worth $568K. The position accounts for 0.23% of the portfolio, ranked #60.

May Barnhard Investments first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $717K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

May Barnhard Investments held 10,841 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $568K as of Q2 2026.
May Barnhard Investments sold 551 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.9K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of May Barnhard Investments's portfolio in Q2 2026, its #60 holding.
May Barnhard Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $717K in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.