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

&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 Q2	$4.97M	Sell	94,811 -56	-0.1%	-$2.94K	0.02%	606
2026 Q1	$4.98M	Buy	94,867 +17,304	+22%	+$915K	0.02%	525
2025 Q4	$4.1M	Buy	77,563 +25,329	+48%	+$1.34M	0.02%	567
2025 Q3	$2.77M	Buy	52,234 +13,290	+34%	+$701K	0.02%	619
2025 Q2	$2.05M	Buy	38,944 +11,162	+40%	+$583K	0.02%	657
2025 Q1	$1.45M	Sell	27,782 -4,086	-13%	-$212K	0.02%	669
2024 Q4	$1.65M	Buy	31,868 +1,155	+4%	+$60K	0.02%	572
2024 Q3	$1.62M	Buy	30,713 +25,846	+531%	+$1.35M	0.03%	409
2024 Q2	$249K	Buy	+4,867	New	+$248K	0.01%	775

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's IGSB Position: Q2 2026 in Review

&Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.06% in Q2 2026, selling an estimated $2.94K and leaving 94,811 shares worth $4.97M. The position accounts for 0.02% of the portfolio, ranked #606.

&Partners first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.98M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

&Partners held 94,811 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.97M as of Q2 2026.
&Partners sold 56 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.94K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #606 holding.
&Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.98M in Q1 2026.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.