Middleton & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Middleton & Co’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 Q1	$237K	Hold	4,511	–	–	0.03%	152
2025 Q4	$239K	Hold	4,511	–	–	0.03%	151
2025 Q3	$239K	Hold	4,511	–	–	0.03%	150
2025 Q2	$238K	Hold	4,511	–	–	0.03%	144
2025 Q1	$236K	Hold	4,511	–	–	0.03%	146
2024 Q4	$233K	Hold	4,511	–	–	0.03%	145
2024 Q3	$238K	Sell	4,511 -255	-5%	-$13.3K	0.03%	145
2024 Q2	$244K	Hold	4,766	–	–	0.03%	148
2024 Q1	$244K	Hold	4,766	–	–	0.03%	152
2023 Q4	$244K	Hold	4,766	–	–	0.03%	141
2023 Q3	$237K	Sell	4,766 -2,000	-30%	-$100K	0.03%	136
2023 Q2	$339K	Sell	6,766 -960	-12%	-$48.4K	0.05%	128
2023 Q1	$390K	Buy	7,726 +1,421	+23%	+$71.3K	0.06%	123
2022 Q4	$314K	Hold	6,305	–	–	0.05%	130
2022 Q3	$311K	Buy	+6,305	New	+$318K	0.05%	124

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Middleton & Co's IGSB Position: Q1 2026 in Review

Middleton & Co held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 4,511 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #152.

Middleton & Co first reported a position in IGSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $390K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Middleton & Co held 4,511 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $237K as of Q1 2026.
Middleton & Co left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Middleton & Co's portfolio in Q1 2026, its #152 holding.
Middleton & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Middleton & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $390K in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.