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

Robertson Stephens 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 		$3.02M Sell
57,542
-539
-0.9% -$28.3K 0.07% 172
2026
Q1 		$3.05M Sell
58,081
-1,114
-2% -$58.9K 0.09% 164
2025
Q4 		$3.13M Buy
59,195
+880
+2% +$46.6K 0.08% 162
2025
Q3 		$3.09M Sell
58,315
-324
-0.6% -$17.1K 0.09% 138
2025
Q2 		$3.09M Sell
58,639
-948
-2% -$49.5K 0.1% 141
2025
Q1 		$3.12M Sell
59,587
-8,158
-12% -$424K 0.11% 155
2024
Q4 		$3.5M Sell
67,745
-6,701
-9% -$348K 0.12% 146
2024
Q3 		$3.92M Sell
74,446
-10,886
-13% -$567K 0.14% 133
2024
Q2 		$4.37M Buy
+85,332
New +$4.35M 0.22% 86
2021
Q4 		– Sell
-11,140
Closed -$608K – 386
2021
Q3 		$608K Sell
11,140
-19,971
-64% -$1.09M 0.07% 183
2021
Q2 		$1.71M Buy
31,111
+16,971
+120% +$930K 0.2% 80
2021
Q1 		$773K Sell
14,140
-4,574
-24% -$251K 0.12% 127
2020
Q4 		$1.03M Sell
18,714
-2,654
-12% -$146K 0.22% 86
2020
Q3 		$1.17M Sell
21,368
-2,118
-9% -$116K 0.29% 66
2020
Q2 		$1.28M Buy
+23,486
New +$1.27M 0.37% 60

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

Robertson Stephens Wealth Management's IGSB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.93% in Q2 2026, selling an estimated $28.3K and leaving 57,542 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #172.

Robertson Stephens Wealth Management first reported a position in IGSB in Q2 2020 and has held it in 15 quarters since. The position peaked at $4.37M in Q2 2024. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Robertson Stephens Wealth Management held 57,542 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.02M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 539 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.37M in Q2 2024.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.