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Seamount Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Seamount Financial Group’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 		$364K Buy
6,937
+536
+8% +$28.1K 0.15% 101
2026
Q1 		$336K Buy
6,401
+1,315
+26% +$69.5K 0.15% 107
2025
Q4 		$269K Buy
5,086
+475
+10% +$25.1K 0.12% 120
2025
Q3 		$245K Buy
4,611
+250
+6% +$13.2K 0.12% 119
2025
Q2 		$230K Sell
4,361
-470
-10% -$24.6K 0.12% 118
2025
Q1 		$253K Buy
4,831
+85
+2% +$4.42K 0.17% 91
2024
Q4 		$245K Sell
4,746
-35
-0.7% -$1.82K 0.17% 95
2024
Q3 		$252K Buy
4,781
+30
+0.6% +$1.56K 0.19% 89
2024
Q2 		$243K Buy
4,751
+140
+3% +$7.14K 0.2% 82
2024
Q1 		$236K Buy
4,611
+68
+1% +$3.48K 0.21% 82
2023
Q4 		$233K Buy
+4,543
New +$228K 0.22% 79

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

Seamount Financial Group's IGSB Position: Q2 2026 in Review

Seamount Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.4% in Q2 2026, buying an estimated $28.1K and bringing the position to 6,937 shares worth $364K. The position accounts for 0.15% of the portfolio, ranked #101.

Seamount Financial Group first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Seamount Financial Group held 6,937 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $364K as of Q2 2026.
  • Seamount Financial Group bought 536 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Seamount Financial Group's portfolio in Q2 2026, its #101 holding.
  • Seamount Financial Group 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.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.