MCM
IGSB icon

MidAtlantic Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

MidAtlantic Capital Management’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 		$1.83M Sell
34,920
-1,871
-5% -$98.1K 1.14% 23
2026
Q1 		$1.93M Sell
36,791
-17
-0% -$899 1.33% 20
2025
Q4 		$1.95M Buy
36,808
+2,068
+6% +$109K 1.25% 20
2025
Q3 		$1.84M Sell
34,740
-739
-2% -$39K 1.26% 22
2025
Q2 		$1.87M Buy
35,479
+1,015
+3% +$53K 1.33% 20
2025
Q1 		$1.8M Buy
34,464
+551
+2% +$28.6K 1.42% 19
2024
Q4 		$1.75M Buy
33,913
+2,004
+6% +$104K 1.28% 21
2024
Q3 		$1.68M Sell
31,909
-1,577
-5% -$82.1K 1.23% 22
2024
Q2 		$1.72M Buy
33,486
+30,972
+1,232% +$1.58M 1.44% 17
2024
Q1 		$129K Hold
2,514
– – 0.11% 94
2023
Q4 		$129K Buy
+2,514
New +$126K 0.13% 91

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MidAtlantic Capital Management's IGSB Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.1% in Q2 2026, selling an estimated $98.1K and leaving 34,920 shares worth $1.83M. The position accounts for 1.14% of the portfolio, ranked #23.

MidAtlantic Capital Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MidAtlantic Capital Management held 34,920 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.83M as of Q2 2026.
  • MidAtlantic Capital Management sold 1,871 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $98.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.14% of MidAtlantic Capital Management's portfolio in Q2 2026, its #23 holding.
  • MidAtlantic Capital Management 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.
  • MidAtlantic Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.95M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.