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Nalls Sherbakoff Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Nalls Sherbakoff Group’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 		$5.7M Sell
108,761
-3,128
-3% -$164K 4.05% 3
2026
Q1 		$5.88M Sell
111,889
-5,000
-4% -$264K 4.33% 3
2025
Q4 		$6.18M Sell
116,889
-13,792
-11% -$730K 4.46% 3
2025
Q3 		$6.93M Buy
130,681
+2,693
+2% +$142K 4.68% 3
2025
Q2 		$6.75M Buy
127,988
+2,783
+2% +$145K 4.92% 3
2025
Q1 		$6.56M Buy
+125,205
New +$6.51M 5.33% 3
2023
Q4 		$6.38M Sell
124,450
-5,660
-4% -$284K 5.68% 3
2023
Q3 		$6.48M Buy
130,110
+3,487
+3% +$174K 6.31% 3
2023
Q2 		$6.37M Buy
126,623
+3,072
+2% +$155K 6.26% 3
2023
Q1 		$6.22M Buy
+123,551
New +$6.2M 6.19% 3
2018
Q4 		$5.47M Buy
+105,850
New +$5.46M 8.74% 2

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

Nalls Sherbakoff Group's IGSB Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.8% in Q2 2026, selling an estimated $164K and leaving 108,761 shares worth $5.7M. The position accounts for 4.05% of the portfolio, ranked #3.

Nalls Sherbakoff Group first reported a position in IGSB in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.93M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Nalls Sherbakoff Group held 108,761 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.7M as of Q2 2026.
  • Nalls Sherbakoff Group sold 3,128 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #3 holding.
  • Nalls Sherbakoff Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.93M in Q3 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 Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.