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

Rothschild Investment LLC’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	$14.7M	Buy	280,681 +48,042	+21%	+$2.52M	0.55%	39
2026 Q1	$12.2M	Buy	232,639 +17,659	+8%	+$933K	0.64%	37
2025 Q4	$11.4M	Buy	214,980 +25,563	+13%	+$1.35M	0.63%	38
2025 Q3	$10M	Buy	189,417 +10,593	+6%	+$559K	0.57%	46
2025 Q2	$9.43M	Buy	178,824 +145,634	+439%	+$7.61M	0.59%	45
2025 Q1	$1.74M	Buy	33,190 +2,740	+9%	+$142K	0.12%	162
2024 Q4	$1.57M	Buy	30,450 +229	+0.8%	+$11.9K	0.1%	169
2024 Q3	$1.59M	Buy	30,221 +3,631	+14%	+$189K	0.1%	165
2024 Q2	$1.36M	Sell	26,590 -1,726	-6%	-$88K	0.09%	179
2024 Q1	$1.45M	Buy	28,316 +2,091	+8%	+$107K	0.11%	171
2023 Q4	$1.34M	Buy	+26,225	New	+$1.32M	0.11%	156

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rothschild Investment LLC's IGSB Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 21% in Q2 2026, buying an estimated $2.52M and bringing the position to 280,681 shares worth $14.7M. The position accounts for 0.55% of the portfolio, ranked #39.

Rothschild Investment LLC first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Rothschild Investment LLC held 280,681 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.7M as of Q2 2026.
Rothschild Investment LLC bought 48,042 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.52M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.55% of Rothschild Investment LLC's portfolio in Q2 2026, its #39 holding.
Rothschild Investment LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.