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Shuttleworth & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Shuttleworth & Co’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 		$2.01M Sell
38,381
-221
-0.6% -$11.6K 1.61% 33
2026
Q1 		$2.03M Buy
38,602
+13,847
+56% +$732K 1.84% 32
2025
Q4 		$1.31M Buy
24,755
+5,631
+29% +$298K 1.2% 41
2025
Q3 		$1.01M Buy
+19,124
New +$1.01M 0.92% 48

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

Shuttleworth & Co's IGSB Position: Q2 2026 in Review

Shuttleworth & Co reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.57% in Q2 2026, selling an estimated $11.6K and leaving 38,381 shares worth $2.01M. The position accounts for 1.61% of the portfolio, ranked #33.

Shuttleworth & Co first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Shuttleworth & Co held 38,381 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.01M as of Q2 2026.
  • Shuttleworth & Co sold 221 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.61% of Shuttleworth & Co's portfolio in Q2 2026, its #33 holding.
  • Shuttleworth & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.03M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.