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

Plimoth Trust’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 		$269K Hold
5,127
– – 0.06% 158
2025
Q4 		$271K Hold
5,127
– – 0.06% 154
2025
Q3 		$272K Hold
5,127
– – 0.06% 157
2025
Q2 		$271K Hold
5,127
– – 0.06% 154
2025
Q1 		$269K Hold
5,127
– – 0.07% 151
2024
Q4 		$265K Hold
5,127
– – 0.07% 147
2024
Q3 		$270K Sell
5,127
-240
-4% -$12.5K 0.07% 148
2024
Q2 		$275K Sell
5,367
-830
-13% -$42.3K 0.07% 145
2024
Q1 		$318K Sell
6,197
-50
-0.8% -$2.56K 0.08% 140
2023
Q4 		$320K Sell
6,247
-260
-4% -$13.1K 0.09% 142
2023
Q3 		$324K Sell
6,507
-250
-4% -$12.5K 0.1% 136
2023
Q2 		$339K Hold
6,757
– – 0.1% 139
2023
Q1 		$341K Sell
6,757
-425
-6% -$21.3K 0.11% 140
2022
Q4 		$358K Sell
7,182
-2,275
-24% -$113K 0.12% 137
2022
Q3 		$466K Sell
9,457
-35,899
-79% -$1.81M 0.16% 122
2022
Q2 		$2.29M Sell
45,356
-77,067
-63% -$3.92M 0.72% 48
2022
Q1 		$6.33M Sell
122,423
-1,291
-1% -$68.1K 1.68% 9
2021
Q4 		$6.67M Buy
123,714
+2,900
+2% +$157K 1.69% 9
2021
Q3 		$6.6M Buy
120,814
+19,065
+19% +$1.04M 1.87% 9
2021
Q2 		$5.58M Sell
101,749
-5,297
-5% -$290K 1.57% 11
2021
Q1 		$5.85M Buy
107,046
+20,765
+24% +$1.14M 1.73% 11
2020
Q4 		$4.76M Buy
86,281
+9,675
+13% +$532K 1.49% 14
2020
Q3 		$4.21M Buy
76,606
+12,985
+20% +$713K 1.41% 17
2020
Q2 		$3.48M Buy
63,621
+7,560
+13% +$407K 1.24% 18
2020
Q1 		$2.94M Buy
56,061
+15,986
+40% +$851K 1.23% 17
2019
Q4 		$2.15M Buy
40,075
+5,857
+17% +$314K 0.7% 43
2019
Q3 		$1.84M Buy
+34,218
New +$1.83M 0.6% 53

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

Plimoth Trust's IGSB Position: Q1 2026 in Review

Plimoth Trust held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 5,127 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #158.

Plimoth Trust first reported a position in IGSB in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.67M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Plimoth Trust held 5,127 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $269K as of Q1 2026.
  • Plimoth Trust left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Plimoth Trust's portfolio in Q1 2026, its #158 holding.
  • Plimoth Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Plimoth Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.67M in Q4 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 Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.