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

Rockbridge Investment 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 		$898K Sell
17,138
-119
-0.7% -$6.24K 0.07% 71
2026
Q1 		$907K Sell
17,257
-141
-0.8% -$7.45K 0.08% 68
2025
Q4 		$920K Sell
17,398
-408
-2% -$21.6K 0.09% 66
2025
Q3 		$944K Sell
17,806
-1,483
-8% -$78.3K 0.09% 65
2025
Q2 		$1.02M Sell
19,289
-181
-0.9% -$9.46K 0.11% 62
2025
Q1 		$1.02M Sell
19,470
-14
-0.1% -$728 0.12% 56
2024
Q4 		$1.01M Hold
19,484
– – 0.13% 58
2024
Q3 		$1.03M Sell
19,484
-220
-1% -$11.4K 0.13% 57
2024
Q2 		$1.01M Sell
19,704
-110
-0.6% -$5.61K 0.14% 54
2024
Q1 		$1.02M Buy
19,814
+30
+0.2% +$1.53K 0.15% 53
2023
Q4 		$1.01M Hold
19,784
– – 0.16% 51
2023
Q3 		$986K Hold
19,784
– – 0.17% 49
2023
Q2 		$993K Sell
19,784
-2,125
-10% -$107K 0.17% 50
2023
Q1 		$1.11M Sell
21,909
-35
-0.2% -$1.76K 0.2% 47
2022
Q4 		$1.09M Buy
21,944
+14,884
+211% +$737K 0.22% 48
2022
Q3 		$348K Buy
+7,060
New +$356K 0.08% 74

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

Rockbridge Investment Management's IGSB Position: Q2 2026 in Review

Rockbridge Investment Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.69% in Q2 2026, selling an estimated $6.24K and leaving 17,138 shares worth $898K. The position accounts for 0.07% of the portfolio, ranked #71.

Rockbridge Investment Management first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q1 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Rockbridge Investment Management held 17,138 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $898K as of Q2 2026.
  • Rockbridge Investment Management sold 119 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.24K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Rockbridge Investment Management's portfolio in Q2 2026, its #71 holding.
  • Rockbridge Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Rockbridge Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.11M in Q1 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.