MT
IGSB icon

Midwest Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Midwest Trust’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 		$1.02M Sell
19,492
-566
-3% -$29.7K 0.01% 358
2026
Q1 		$1.05M Buy
20,058
+1,204
+6% +$63.6K 0.01% 343
2025
Q4 		$997K Sell
18,854
-182
-1% -$9.64K 0.01% 342
2025
Q3 		$1.01M Sell
19,036
-1,646
-8% -$86.9K 0.01% 343
2025
Q2 		$1.09M Buy
+20,682
New +$1.08M 0.02% 331

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

Midwest Trust's IGSB Position: Q2 2026 in Review

Midwest Trust reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.8% in Q2 2026, selling an estimated $29.7K and leaving 19,492 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #358.

Midwest Trust first reported a position in IGSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Midwest Trust held 19,492 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q2 2026.
  • Midwest Trust sold 566 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $29.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #358 holding.
  • Midwest Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.09M in Q2 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.