MIM
IGSB icon

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

MTM Investment Management’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 		$15.7K Hold
300
– – ﹤0.01% 480
2026
Q1 		$15.8K Hold
300
– – 0.01% 466
2025
Q4 		$15.9K Hold
300
– – 0.01% 471
2025
Q3 		$15.9K Hold
300
– – 0.01% 483
2025
Q2 		$15.8K Buy
+300
New +$15.7K 0.01% 484
2022
Q1 		– Sell
-2,100
Closed -$113K – 292
2021
Q4 		$113K Hold
2,100
– – 0.05% 205
2021
Q3 		$115K Hold
2,100
– – 0.06% 184
2021
Q2 		$115K Hold
2,100
– – 0.06% 184
2021
Q1 		$115K Sell
2,100
-100
-5% -$5.49K 0.06% 174
2020
Q4 		$121K Buy
+2,200
New +$121K 0.07% 162

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

MTM Investment Management's IGSB Position: Q2 2026 in Review

MTM Investment Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 300 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

MTM Investment Management first reported a position in IGSB in Q4 2020 and has held it in 10 quarters since. The position peaked at $121K in Q4 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MTM Investment Management held 300 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.7K as of Q2 2026.
  • MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #480 holding.
  • MTM Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 10 quarters since.
  • MTM Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $121K in Q4 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.