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

Nelson Capital 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 		$40.7M Buy
776,458
+51,547
+7% +$2.7M 4.46% 3
2026
Q1 		$38.1M Buy
724,911
+64,309
+10% +$3.4M 4.65% 3
2025
Q4 		$34.9M Buy
660,602
+86,242
+15% +$4.57M 4.09% 3
2025
Q3 		$30.5M Buy
574,360
+46,924
+9% +$2.48M 3.63% 4
2025
Q2 		$27.8M Buy
527,436
+15,839
+3% +$827K 3.68% 4
2025
Q1 		$26.8M Buy
511,597
+52,714
+11% +$2.74M 4.63% 3
2024
Q4 		$23.7M Buy
458,883
+30,619
+7% +$1.59M 3.92% 4
2024
Q3 		$22.6M Buy
428,264
+26,914
+7% +$1.4M 3.8% 6
2024
Q2 		$20.6M Buy
401,350
+12,269
+3% +$626K 3.65% 5
2024
Q1 		$20M Sell
389,081
-11,296
-3% -$578K 3.81% 4
2023
Q4 		$20.5M Sell
400,377
-6,148
-2% -$309K 4.59% 3
2023
Q3 		$20.3M Sell
406,525
-5,339
-1% -$267K 4.97% 3
2023
Q2 		$20.7M Buy
411,864
+294,927
+252% +$14.9M 5.34% 2
2023
Q1 		$5.91M Buy
+116,937
New +$5.87M 1.68% 20

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Nelson Capital Management's IGSB Position: Q2 2026 in Review

Nelson Capital Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.1% in Q2 2026, buying an estimated $2.7M and bringing the position to 776,458 shares worth $40.7M. The position accounts for 4.46% of the portfolio, ranked #3.

Nelson Capital Management first reported a position in IGSB in Q1 2023 and has held it in 14 quarters since. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Nelson Capital Management held 776,458 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $40.7M as of Q2 2026.
  • Nelson Capital Management bought 51,547 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.7M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.46% of Nelson Capital Management's portfolio in Q2 2026, its #3 holding.
  • Nelson Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.