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&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
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

&Partners's IGSB Position: Q1 2026 in Review

&Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 22% in Q1 2026, buying an estimated $915K and bringing the position to 94,867 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #525.

&Partners first reported a position in IGSB in Q2 2024 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • &Partners held 94,867 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.98M as of Q1 2026.
  • &Partners bought 17,304 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $915K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #525 holding.
  • &Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.