One Advisory Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

One Advisory Partners’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 Q1	–	Sell	-7,583	Closed	-$401K	–	75
2025 Q4	$401K	Buy	7,583 +1,072	+16%	+$56.8K	0.12%	50
2025 Q3	$345K	Buy	+6,511	New	+$344K	0.11%	49
2022 Q1	–	Sell	-7,844	Closed	-$423K	–	36
2021 Q4	$423K	Sell	7,844 -41,828	-84%	-$2.26M	0.24%	29
2021 Q3	$2.71M	Sell	49,672 -79,692	-62%	-$4.36M	1.68%	15
2021 Q2	$7.09M	Buy	129,364 +6,102	+5%	+$334K	4.36%	9
2021 Q1	$6.74M	Buy	123,262 +30,824	+33%	+$1.69M	4.43%	9
2020 Q4	$5.1M	Buy	92,438 +2,270	+3%	+$125K	3.49%	9
2020 Q3	$4.95M	Buy	90,168 +1,702	+2%	+$93.5K	3.76%	9
2020 Q2	$4.84M	Buy	+88,466	New	+$4.77M	3.91%	9

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

One Advisory Partners's IGSB Position: Q1 2026 in Review

One Advisory Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 7,583 shares — an estimated $401K sold.

One Advisory Partners first reported a position in IGSB in Q2 2020 and held it in 9 quarters. The position peaked at $7.09M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

One Advisory Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
One Advisory Partners sold 7,583 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $401K.
One Advisory Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
One Advisory Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.09M in Q2 2021.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on One Advisory Partners's 13F filing for Q1 2026, filed 13 Apr 2026.