SFG
IGSB icon

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

SevenBridge 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
Q1 		$3.44M Sell
65,421
-1,303
-2% -$68.9K 0.54% 59
2025
Q4 		$3.54M Sell
66,724
-2,672
-4% -$141K 0.57% 62
2025
Q3 		$3.67M Sell
69,396
-14,953
-18% -$789K 0.61% 56
2025
Q2 		$4.45M Sell
84,349
-15,679
-16% -$819K 0.78% 33
2025
Q1 		$5.21M Sell
100,028
-47,942
-32% -$2.49M 1.03% 20
2024
Q4 		$7.67M Buy
147,970
+476
+0.3% +$24.7K 1.45% 13
2024
Q3 		$7.66M Buy
147,494
+3,258
+2% +$170K 1.47% 12
2024
Q2 		$7.49M Buy
144,236
+20,622
+17% +$1.05M 1.66% 12
2024
Q1 		$6.31M Buy
123,614
+2,492
+2% +$128K 1.43% 16
2023
Q4 		$6.21M Buy
121,122
+5,691
+5% +$286K 1.47% 14
2023
Q3 		$5.75M Sell
115,431
-4,523
-4% -$226K 1.49% 18
2023
Q2 		$6.02M Sell
119,954
-5,268
-4% -$265K 1.55% 16
2023
Q1 		$6.33M Buy
125,222
+3,387
+3% +$170K 1.74% 12
2022
Q4 		$6.07M Buy
121,835
+4,765
+4% +$236K 1.77% 14
2022
Q3 		$5.77M Buy
+117,070
New +$5.91M 1.95% 11
2019
Q3 		– Sell
-176
Closed -$9K – 345
2019
Q2 		$9K Hold
176
– – ﹤0.01% 461
2019
Q1 		$9K Hold
176
– – ﹤0.01% 424
2018
Q4 		$9K Hold
176
– – 0.01% 382
2018
Q3 		$9K Hold
176
– – ﹤0.01% 426
2018
Q2 		$9K Hold
176
– – 0.01% 433
2018
Q1 		$9K Hold
176
– – 0.01% 435
2017
Q4 		$9K Hold
176
– – 0.01% 444
2017
Q3 		$9K Hold
176
– – 0.01% 455
2017
Q2 		$9K Hold
176
– – 0.01% 464
2017
Q1 		$9K Sell
176
-46
-21% -$2.42K 0.01% 445
2016
Q4 		$12K Hold
222
– – 0.01% 419
2016
Q3 		$12K Sell
222
-86
-28% -$4.55K 0.01% 414
2016
Q2 		$16K Buy
+308
New +$16.3K 0.01% 442

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

SevenBridge Financial Group's IGSB Position: Q1 2026 in Review

SevenBridge Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2% in Q1 2026, selling an estimated $68.9K and leaving 65,421 shares worth $3.44M. The position accounts for 0.54% of the portfolio, ranked #59.

SevenBridge Financial Group first reported a position in IGSB in Q2 2016 and has held it in 28 quarters since. The position peaked at $7.67M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • SevenBridge Financial Group held 65,421 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.44M as of Q1 2026.
  • SevenBridge Financial Group sold 1,303 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $68.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.54% of SevenBridge Financial Group's portfolio in Q1 2026, its #59 holding.
  • SevenBridge Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 28 quarters since.
  • SevenBridge Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.67M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.