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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
Q2 		– Sell
-4,511
Closed -$237K – 173
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
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

Middleton & Co's IGSB Position: Q2 2026 in Review

Middleton & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 4,511 shares — an estimated $237K sold.

Middleton & Co first reported a position in IGSB in Q3 2022 and held it in 15 quarters. The position peaked at $390K in Q1 2023. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Middleton & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Middleton & Co sold 4,511 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $237K.
  • Middleton & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 15 quarters.
  • Middleton & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $390K in Q1 2023.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.