Midwest Trust
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
Q3 		$1.02M Buy
19,977
+485
+2% +$25.2K 0.01% 370
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% -$9.6K 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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Midwest Trust's IGSB Position: Q3 2026 in Review

Midwest Trust increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.5% in Q3 2026, buying an estimated $25.2K and bringing the position to 19,977 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #370.

Midwest Trust first reported a position in IGSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2025. 631 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Midwest Trust held 19,977 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q3 2026.
  • Midwest Trust bought 485 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $25.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #370 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 6 quarters since.
  • Midwest Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.09M in Q2 2025.
  • 631 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.