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Roger Wittlin Investment Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Roger Wittlin Investment Advisory’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 		$437K Sell
8,334
-2,528
-23% -$133K 0.34% 32
2026
Q1 		$571K Sell
10,862
-620
-5% -$32.8K 0.47% 29
2025
Q4 		$607K Sell
11,482
-5,711
-33% -$302K 0.42% 29
2025
Q3 		$912K Sell
17,193
-99
-0.6% -$5.23K 0.51% 28
2025
Q2 		$912K Buy
17,292
+184
+1% +$9.61K 0.51% 27
2025
Q1 		$896K Sell
17,108
-2,451
-13% -$127K 0.52% 26
2024
Q4 		$1.01M Sell
19,559
-12,302
-39% -$640K 0.57% 24
2024
Q3 		$1.68M Sell
31,861
-13,544
-30% -$705K 0.97% 20
2024
Q2 		$2.33M Sell
45,405
-7,284
-14% -$372K 1.49% 15
2024
Q1 		$2.7M Sell
52,689
-40,893
-44% -$2.09M 1.89% 14
2023
Q4 		$4.8M Buy
93,582
+1,806
+2% +$90.7K 3.55% 11
2023
Q3 		$4.57M Sell
91,776
-1,044
-1% -$52.2K 3.88% 10
2023
Q2 		$4.66M Sell
92,820
-202
-0.2% -$10.2K 3.78% 10
2023
Q1 		$4.7M Buy
93,022
+8,550
+10% +$429K 4.2% 11
2022
Q4 		$4.21M Buy
84,472
+81,520
+2,762% +$4.04M 4.2% 11
2022
Q3 		$145K Buy
+2,952
New +$149K 3.94% 8

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

Roger Wittlin Investment Advisory's IGSB Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 23% in Q2 2026, selling an estimated $133K and leaving 8,334 shares worth $437K. The position accounts for 0.34% of the portfolio, ranked #32.

Roger Wittlin Investment Advisory first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.8M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Roger Wittlin Investment Advisory held 8,334 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $437K as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 2,528 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.34% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #32 holding.
  • Roger Wittlin Investment Advisory 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.
  • Roger Wittlin Investment Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.8M in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.