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

Roundview Capital’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
Q1 		$5.2M Buy
98,987
+448
+0.5% +$23.7K 0.32% 71
2025
Q4 		$5.21M Buy
98,539
+841
+0.9% +$44.5K 0.32% 71
2025
Q3 		$5.18M Sell
97,698
-1,391
-1% -$73.4K 0.33% 73
2025
Q2 		$5.23M Buy
99,089
+396
+0.4% +$20.7K 0.35% 68
2025
Q1 		$5.17M Sell
98,693
-24,253
-20% -$1.26M 0.37% 65
2024
Q4 		$6.36M Sell
122,946
-5,900
-5% -$307K 0.44% 51
2024
Q3 		$6.79M Buy
128,846
+555
+0.4% +$28.9K 0.49% 43
2024
Q2 		$6.57M Sell
128,291
-636
-0.5% -$32.4K 0.52% 45
2024
Q1 		$6.61M Sell
128,927
-17,249
-12% -$883K 0.54% 43
2023
Q4 		$7.5M Sell
146,176
-20,029
-12% -$1.01M 0.69% 34
2023
Q3 		$8.28M Sell
166,205
-1,538
-0.9% -$76.9K 0.83% 26
2023
Q2 		$8.42M Buy
167,743
+932
+0.6% +$47K 0.82% 27
2023
Q1 		$8.43M Buy
166,811
+31,879
+24% +$1.6M 0.88% 21
2022
Q4 		$6.72M Buy
134,932
+44,940
+50% +$2.22M 0.77% 31
2022
Q3 		$4.43M Buy
89,992
+38,121
+73% +$1.92M 0.56% 46
2022
Q2 		$2.62M Buy
51,871
+13,260
+34% +$675K 0.31% 85
2022
Q1 		$2M Sell
38,611
-19,453
-34% -$1.03M 0.21% 124
2021
Q4 		$3.13M Sell
58,064
-31,216
-35% -$1.69M 0.31% 85
2021
Q3 		$4.88M Sell
89,280
-5,485
-6% -$300K 0.54% 41
2021
Q2 		$5.19M Buy
94,765
+581
+0.6% +$31.8K 0.58% 40
2021
Q1 		$5.15M Buy
94,184
+9,776
+12% +$537K 0.65% 32
2020
Q4 		$4.66M Buy
84,408
+4,639
+6% +$255K 0.64% 37
2020
Q3 		$4.38M Buy
79,769
+3,934
+5% +$216K 0.69% 37
2020
Q2 		$4.15M Buy
+75,835
New +$4.09M 0.7% 38

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roundview Capital's IGSB Position: Q1 2026 in Review

Roundview Capital increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.45% in Q1 2026, buying an estimated $23.7K and bringing the position to 98,987 shares worth $5.2M. The position accounts for 0.32% of the portfolio, ranked #71.

Roundview Capital first reported a position in IGSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.43M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Roundview Capital held 98,987 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.2M as of Q1 2026.
  • Roundview Capital bought 448 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $23.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.32% of Roundview Capital's portfolio in Q1 2026, its #71 holding.
  • Roundview Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Roundview Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.43M in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.