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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
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
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

Ridgewood Investments's IGSB Position: Q1 2026 in Review

Ridgewood Investments opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 37,036 shares worth $1.95M. The stake represents 0.8% of the portfolio and ranks #29 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in IGSB as recently as Q3 2025.

Ridgewood Investments first reported a position in IGSB in Q1 2023 and has held it in 9 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Ridgewood Investments held 37,036 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.95M as of Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Ridgewood Investments position in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.8% of Ridgewood Investments's portfolio in Q1 2026, its #29 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 9 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 Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.