SI
IGSB icon

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

SimpliFi Inc’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 		$220K Buy
4,199
+47
+1% +$2.46K 0.09% 44
2026
Q1 		$218K Buy
4,152
+31
+0.8% +$1.64K 0.09% 42
2025
Q4 		$218K Buy
4,121
+25
+0.6% +$1.32K 0.09% 42
2025
Q3 		$217K Sell
4,096
-13,293
-76% -$702K 0.09% 44
2025
Q2 		$917K Buy
17,389
+59
+0.3% +$3.08K 0.4% 22
2025
Q1 		$908K Sell
17,330
-489
-3% -$25.4K 0.42% 23
2024
Q4 		$921K Buy
+17,819
New +$926K 0.42% 24

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

SimpliFi Inc's IGSB Position: Q2 2026 in Review

SimpliFi Inc increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $2.46K and bringing the position to 4,199 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #44.

SimpliFi Inc first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SimpliFi Inc held 4,199 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $220K as of Q2 2026.
  • SimpliFi Inc bought 47 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.46K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of SimpliFi Inc's portfolio in Q2 2026, its #44 holding.
  • SimpliFi Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SimpliFi Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $921K in Q4 2024.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.