PG
IGSB icon

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

Patten 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
Q2 		$344K Sell
6,573
-359
-5% -$18.8K 0.05% 269
2026
Q1 		$364K Sell
6,932
-78
-1% -$4.12K 0.06% 238
2025
Q4 		$371K Sell
7,010
-56
-0.8% -$2.96K 0.07% 236
2025
Q3 		$375K Sell
7,066
-617
-8% -$32.6K 0.07% 215
2025
Q2 		$405K Buy
7,683
+382
+5% +$20K 0.09% 205
2025
Q1 		$382K Buy
7,301
+1,058
+17% +$55K 0.09% 205
2024
Q4 		$323K Buy
6,243
+172
+3% +$8.94K 0.07% 220
2024
Q3 		$320K Hold
6,071
– – 0.07% 220
2024
Q2 		$311K Hold
6,071
– – 0.07% 217
2024
Q1 		$311K Sell
6,071
-625
-9% -$32K 0.08% 211
2023
Q4 		$343K Buy
+6,696
New +$336K 0.09% 189
2019
Q1 		– Sell
-200
Closed -$10K – 358
2018
Q4 		$10K Hold
200
– – ﹤0.01% 433
2018
Q3 		$10K Hold
200
– – ﹤0.01% 511
2018
Q2 		$10K Sell
200
-3,710
-95% -$192K ﹤0.01% 484
2018
Q1 		$203K Hold
3,910
– – 0.08% 186
2017
Q4 		$204K Hold
3,910
– – 0.08% 191
2017
Q3 		$206K Hold
3,910
– – 0.08% 190
2017
Q2 		$206K Hold
3,910
– – 0.08% 190
2017
Q1 		$205K Hold
3,910
– – 0.09% 175
2016
Q4 		$205K Sell
3,910
-900
-19% -$47.3K 0.09% 173
2016
Q3 		$254K Sell
4,810
-1,490
-24% -$78.9K 0.12% 157
2016
Q2 		$334K Sell
6,300
-300
-5% -$15.8K 0.16% 133
2016
Q1 		$348K Sell
6,600
-100
-1% -$5.24K 0.17% 130
2015
Q4 		$350K Sell
6,700
-1,060
-14% -$55.6K 0.17% 126
2015
Q3 		$408K Sell
7,760
-190
-2% -$9.98K 0.21% 105
2015
Q2 		$419K Hold
7,950
– – 0.2% 109
2015
Q1 		$419K Sell
7,950
-850
-10% -$44.8K 0.21% 110
2014
Q4 		$463K Buy
+8,800
New +$463K 0.22% 108

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

Patten Group's IGSB Position: Q2 2026 in Review

Patten Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.2% in Q2 2026, selling an estimated $18.8K and leaving 6,573 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #269.

Patten Group first reported a position in IGSB in Q4 2014 and has held it in 28 quarters since. The position peaked at $463K in Q4 2014. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Patten Group held 6,573 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $344K as of Q2 2026.
  • Patten Group sold 359 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Patten Group's portfolio in Q2 2026, its #269 holding.
  • Patten Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 28 quarters since.
  • Patten Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $463K in Q4 2014.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.