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Relyea Zuckerberg Hanson’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Relyea Zuckerberg Hanson’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 		$224K Buy
4,279
+38
+0.9% +$1.99K 0.02% 283
2026
Q1 		$223K Buy
4,241
+24
+0.6% +$1.27K 0.02% 256
2025
Q4 		$223K Buy
4,217
+49
+1% +$2.59K 0.02% 245
2025
Q3 		$221K Sell
4,168
-3,916
-48% -$207K 0.02% 251
2025
Q2 		$427K Sell
8,084
-508
-6% -$26.5K 0.05% 176
2025
Q1 		$450K Buy
8,592
+46
+0.5% +$2.39K 0.06% 158
2024
Q4 		$442K Buy
8,546
+88
+1% +$4.58K 0.06% 161
2024
Q3 		$445K Buy
8,458
+64
+0.8% +$3.33K 0.07% 147
2024
Q2 		$430K Buy
8,394
+258
+3% +$13.2K 0.07% 139
2024
Q1 		$417K Sell
8,136
-100
-1% -$5.12K 0.07% 136
2023
Q4 		$422K Sell
8,236
-24
-0.3% -$1.21K 0.08% 129
2023
Q3 		$412K Buy
8,260
+53
+0.6% +$2.65K 0.09% 120
2023
Q2 		$412K Sell
8,207
-384
-4% -$19.3K 0.09% 123
2023
Q1 		$434K Buy
+8,591
New +$431K 0.11% 113

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

Relyea Zuckerberg Hanson's IGSB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.9% in Q2 2026, buying an estimated $1.99K and bringing the position to 4,279 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #283.

Relyea Zuckerberg Hanson first reported a position in IGSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $450K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Relyea Zuckerberg Hanson held 4,279 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $224K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 38 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.99K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #283 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Relyea Zuckerberg Hanson's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $450K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.