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Ritholtz Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Ritholtz Wealth Management’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 		$45M Buy
858,952
+37,902
+5% +$1.99M 0.67% 23
2026
Q1 		$43.2M Buy
821,050
+41,367
+5% +$2.19M 0.75% 23
2025
Q4 		$41.2M Buy
779,683
+23,531
+3% +$1.25M 0.75% 22
2025
Q3 		$40.1M Sell
756,152
-18,508
-2% -$977K 0.78% 20
2025
Q2 		$40.9M Sell
774,660
-45,314
-6% -$2.37M 0.9% 19
2025
Q1 		$42.9M Buy
819,974
+187,226
+30% +$9.73M 1.28% 15
2024
Q4 		$32.7M Buy
632,748
+39,079
+7% +$2.03M 0.96% 18
2024
Q3 		$31.3M Buy
593,669
+33,679
+6% +$1.75M 0.94% 18
2024
Q2 		$28.7M Buy
559,990
+61,936
+12% +$3.16M 0.95% 18
2024
Q1 		$25.5M Sell
498,054
-459,622
-48% -$23.5M 0.88% 18
2023
Q4 		$49.1M Buy
957,676
+164,701
+21% +$8.27M 1.9% 12
2023
Q3 		$39.5M Buy
792,975
+282,284
+55% +$14.1M 1.77% 14
2023
Q2 		$25.6M Buy
510,691
+34,061
+7% +$1.72M 1.15% 16
2023
Q1 		$24.1M Sell
476,630
-374,731
-44% -$18.8M 1.2% 15
2022
Q4 		$42.4M Sell
851,361
-95,475
-10% -$4.73M 2.37% 9
2022
Q3 		$46.7M Buy
946,836
+51,303
+6% +$2.59M 2.48% 7
2022
Q2 		$45.3M Buy
895,533
+449,986
+101% +$22.9M 2.85% 7
2022
Q1 		$23M Buy
445,547
+44,115
+11% +$2.33M 1.56% 12
2021
Q4 		$21.6M Buy
401,432
+67,346
+20% +$3.65M 1.34% 13
2021
Q3 		$18.3M Buy
334,086
+23,719
+8% +$1.3M 1.27% 15
2021
Q2 		$17M Buy
310,367
+84,695
+38% +$4.64M 1.23% 14
2021
Q1 		$12.3M Buy
225,672
+56,484
+33% +$3.1M 1.03% 14
2020
Q4 		$9.33M Buy
169,188
+16,434
+11% +$903K 0.89% 14
2020
Q3 		$8.39M Buy
152,754
+39,762
+35% +$2.18M 0.94% 14
2020
Q2 		$6.18M Buy
112,992
+63,834
+130% +$3.44M 0.8% 14
2020
Q1 		$2.57M Buy
49,158
+39,386
+403% +$2.1M 0.41% 25
2019
Q4 		$524K Buy
+9,772
New +$524K 0.08% 80

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

Ritholtz Wealth Management's IGSB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.6% in Q2 2026, buying an estimated $1.99M and bringing the position to 858,952 shares worth $45M. The position accounts for 0.67% of the portfolio, ranked #23.

Ritholtz Wealth Management first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $49.1M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Ritholtz Wealth Management held 858,952 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $45M as of Q2 2026.
  • Ritholtz Wealth Management bought 37,902 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.99M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.67% of Ritholtz Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Ritholtz Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Ritholtz Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $49.1M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.