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

Orleans 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 		$291K Hold
5,560
– – 0.15% 106
2026
Q1 		$292K Hold
5,560
– – 0.2% 85
2025
Q4 		$294K Buy
5,560
+200
+4% +$10.6K 0.18% 99
2025
Q3 		$284K Sell
5,360
-2,300
-30% -$121K 0.18% 84
2025
Q2 		$404K Hold
7,660
– – 0.21% 77
2025
Q1 		$401K Hold
7,660
– – 0.24% 71
2024
Q4 		$397K Buy
7,660
+500
+7% +$26K 0.22% 74
2024
Q3 		$377K Buy
+7,160
New +$373K 0.21% 74

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

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

Orleans Capital Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 5,560 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #106.

Orleans Capital Management first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $404K in Q2 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Orleans Capital Management held 5,560 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $291K as of Q2 2026.
  • Orleans Capital 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 0.15% of Orleans Capital Management's portfolio in Q2 2026, its #106 holding.
  • Orleans Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Orleans Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $404K in Q2 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.