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Simon Quick Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Simon Quick Advisors’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 		– Sell
-3,991
Closed -$210K – 428
2026
Q1 		$210K Buy
+3,991
New +$211K 0.01% 362
2022
Q2 		– Sell
-213
Closed -$11K – 279
2022
Q1 		$11K Hold
213
– – ﹤0.01% 296
2021
Q4 		$11K Hold
213
– – ﹤0.01% 309
2021
Q3 		$11K Hold
213
– – ﹤0.01% 348
2021
Q2 		$11K Sell
213
-969
-82% -$53.1K ﹤0.01% 372
2021
Q1 		$64K Sell
1,182
-658
-36% -$36.1K 0.02% 201
2020
Q4 		$102K Sell
1,840
-1,037
-36% -$57K 0.03% 141
2020
Q3 		$158K Buy
+2,877
New +$158K 0.05% 101
2020
Q2 		– Sell
-74
Closed -$4K – 471
2020
Q1 		$4K Buy
+74
New +$3.94K ﹤0.01% 361
2018
Q2 		– Sell
-80
Closed -$4K – 361
2018
Q1 		$4K Buy
+80
New +$4.16K ﹤0.01% 269
2017
Q4 		– Sell
-80
Closed -$4K – 517
2017
Q3 		$4K Buy
+80
New +$4.22K ﹤0.01% 469
2017
Q2 		– Sell
-4,718
Closed -$248K – 330
2017
Q1 		$248K Buy
+4,718
New +$248K 0.15% 71

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

Simon Quick Advisors's IGSB Position: Q2 2026 in Review

Simon Quick Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 3,991 shares — an estimated $210K sold.

Simon Quick Advisors first reported a position in IGSB in Q1 2017 and held it in 12 quarters. The position peaked at $248K in Q1 2017. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Simon Quick Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 3,991 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $210K.
  • Simon Quick Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 12 quarters.
  • Simon Quick Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $248K in Q1 2017.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.