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

Novem 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 Q3	$3.85M	Buy	75,083 +6,502	+9%	+$338K	0.38%	64
2026 Q2	$3.59M	Buy	68,581 +3,955	+6%	+$207K	0.36%	67
2026 Q1	$3.4M	Buy	64,626 +1,028	+2%	+$54.3K	0.39%	64
2025 Q4	$3.36M	Buy	63,598 +1,988	+3%	+$105K	0.39%	65
2025 Q3	$3.27M	Sell	61,610 -278	-0.4%	-$14.7K	0.38%	63
2025 Q2	$3.27M	Buy	61,888 +1,614	+3%	+$84.3K	0.41%	58
2025 Q1	$3.16M	Buy	60,274 +2,002	+3%	+$104K	0.44%	59
2024 Q4	$3.01M	Buy	+58,272	New	+$3.03M	0.44%	59

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Novem Group's IGSB Position: Q3 2026 in Review

Novem Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.5% in Q3 2026, buying an estimated $338K and bringing the position to 75,083 shares worth $3.85M. The position accounts for 0.38% of the portfolio, ranked #64.

Novem Group first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. 636 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Novem Group held 75,083 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.85M as of Q3 2026.
Novem Group bought 6,502 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $338K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.38% of Novem Group's portfolio in Q3 2026, its #64 holding.
Novem Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
636 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.