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

MMBG Investment Advisors’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 		$2.13M Buy
40,637
+725
+2% +$38K 0.17% 77
2026
Q1 		$2.1M Buy
39,912
+350
+0.9% +$18.5K 0.19% 71
2025
Q4 		$2.09M Buy
39,562
+13,130
+50% +$695K 0.18% 72
2025
Q3 		$1.4M Buy
26,432
+3,850
+17% +$203K 0.12% 90
2025
Q2 		$1.19M Buy
22,582
+3,250
+17% +$170K 0.12% 87
2025
Q1 		$1.01M Buy
19,332
+1,300
+7% +$67.6K 0.11% 88
2024
Q4 		$932K Buy
18,032
+1,390
+8% +$72.3K 0.1% 90
2024
Q3 		$876K Hold
16,642
– – 0.09% 95
2024
Q2 		$853K Hold
16,642
– – 0.09% 92
2024
Q1 		$851K Hold
16,642
– – 0.09% 92
2023
Q4 		$853K Hold
16,642
– – 0.1% 88
2023
Q3 		$829K Hold
16,642
– – 0.1% 89
2023
Q2 		$836K Sell
16,642
-64,562
-80% -$3.25M 0.1% 90
2023
Q1 		$4.1M Sell
81,204
-16,440
-17% -$825K 0.52% 45
2022
Q4 		$4.87M Sell
97,644
-1,900
-2% -$94.1K 0.64% 41
2022
Q3 		$4.91M Hold
99,544
– – 0.66% 40
2022
Q2 		$5.03M Hold
99,544
– – 0.62% 39
2022
Q1 		$5.15M Hold
99,544
– – 0.54% 43
2021
Q4 		$5.36M Buy
+99,544
New +$5.39M 0.52% 40

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMBG Investment Advisors's IGSB Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.8% in Q2 2026, buying an estimated $38K and bringing the position to 40,637 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #77.

MMBG Investment Advisors first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.36M in Q4 2021. 776 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MMBG Investment Advisors held 40,637 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.13M as of Q2 2026.
  • MMBG Investment Advisors bought 725 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of MMBG Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • MMBG Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.36M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.