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

Ridgewood Investments’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	$1.89M	Sell	36,055 -981	-3%	-$51.4K	0.71%	36
2026 Q1	$1.95M	Buy	+37,036	New	+$1.96M	0.8%	29
2025 Q3	$1.32M	Buy	24,799 +13,663	+123%	+$721K	0.55%	55
2025 Q2	$588K	Buy	11,136 +2,917	+35%	+$152K	0.25%	104
2025 Q1	$430K	Buy	8,219 +2,727	+50%	+$142K	0.2%	126
2024 Q4	$284K	Buy	5,492 +1,608	+41%	+$83.6K	0.14%	151
2024 Q3	$205K	Buy	3,884 +1,116	+40%	+$58.1K	0.1%	167
2024 Q2	$142K	Buy	+2,768	New	+$141K	0.07%	209
2023 Q3	–	Sell	-2,118	Closed	-$106K	–	455
2023 Q2	$106K	Hold	2,118	–	–	0.06%	234
2023 Q1	$107K	Buy	+2,118	New	+$106K	0.07%	244

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

Ridgewood Investments's IGSB Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.6% in Q2 2026, selling an estimated $51.4K and leaving 36,055 shares worth $1.89M. The position accounts for 0.71% of the portfolio, ranked #36.

Ridgewood Investments first reported a position in IGSB in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Ridgewood Investments held 36,055 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.89M as of Q2 2026.
Ridgewood Investments sold 981 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.4K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.71% of Ridgewood Investments's portfolio in Q2 2026, its #36 holding.
Ridgewood Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Ridgewood Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.95M 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 Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.