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

Montag & Associates’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 		$7.34K Hold
140
– – ﹤0.01% 790
2026
Q1 		$7.36K Hold
140
– – ﹤0.01% 773
2025
Q4 		$7.4K Hold
140
– – ﹤0.01% 791
2025
Q3 		$7.42K Hold
140
– – ﹤0.01% 790
2025
Q2 		$7.39K Hold
140
– – ﹤0.01% 776
2025
Q1 		$7.33K Hold
140
– – ﹤0.01% 819
2024
Q4 		$7.24K Hold
140
– – ﹤0.01% 809
2024
Q3 		$7.37K Sell
140
-430
-75% -$22.4K ﹤0.01% 837
2024
Q2 		$29.2K Hold
570
– – ﹤0.01% 669
2024
Q1 		$29.2K Hold
570
– – ﹤0.01% 661
2023
Q4 		$29.2K Hold
570
– – ﹤0.01% 655
2023
Q3 		$28.4K Hold
570
– – ﹤0.01% 629
2023
Q2 		$28.6K Hold
570
– – ﹤0.01% 637
2023
Q1 		$28.8K Hold
570
– – ﹤0.01% 631
2022
Q4 		$28.4K Hold
570
– – ﹤0.01% 620
2022
Q3 		$28K Hold
570
– – ﹤0.01% 622
2022
Q2 		$29K Hold
570
– – ﹤0.01% 608
2022
Q1 		$29K Hold
570
– – ﹤0.01% 638
2021
Q4 		$31K Hold
570
– – ﹤0.01% 634
2021
Q3 		$31K Sell
570
-50
-8% -$2.74K ﹤0.01% 629
2021
Q2 		$34K Hold
620
– – ﹤0.01% 597
2021
Q1 		$34K Hold
620
– – ﹤0.01% 601
2020
Q4 		$34K Buy
+620
New +$34.1K ﹤0.01% 582

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

Montag & Associates's IGSB Position: Q2 2026 in Review

Montag & Associates held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 140 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Montag & Associates first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $34K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Montag & Associates held 140 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.34K as of Q2 2026.
  • Montag & Associates left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #790 holding.
  • Montag & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $34K in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.