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

SlateStone Wealth’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 		$2.85M Buy
54,404
+14,794
+37% +$776K 0.22% 87
2026
Q1 		$2.08M Buy
39,610
+12,415
+46% +$656K 0.17% 108
2025
Q4 		$1.44M Buy
27,195
+5,300
+24% +$281K 0.12% 133
2025
Q3 		$1.16M Buy
21,895
+2,000
+10% +$106K 0.1% 145
2025
Q2 		$1.05M Buy
19,895
+900
+5% +$47K 0.1% 150
2025
Q1 		$995K Buy
18,995
+4,450
+31% +$231K 0.1% 149
2024
Q4 		$752K Buy
14,545
+400
+3% +$20.8K 0.07% 176
2024
Q3 		$745K Buy
14,145
+1,235
+10% +$64.3K 0.07% 181
2024
Q2 		$662K Buy
12,910
+1,375
+12% +$70.1K 0.07% 182
2024
Q1 		$592K Buy
11,535
+2,675
+30% +$137K 0.06% 184
2023
Q4 		$454K Buy
8,860
+250
+3% +$12.6K 0.06% 169
2023
Q3 		$429K Buy
8,610
+3,225
+60% +$161K 0.06% 166
2023
Q2 		$270K Hold
5,385
– – 0.05% 182
2023
Q1 		$272K Hold
5,385
– – 0.06% 182
2022
Q4 		$268K Sell
5,385
-2,813
-34% -$139K 0.06% 167
2022
Q3 		$404K Hold
8,198
– – 0.11% 127
2022
Q2 		$414K Buy
8,198
+3,045
+59% +$155K 0.11% 123
2022
Q1 		$267K Buy
+5,153
New +$272K 0.06% 157
2019
Q4 		– Sell
-3,741
Closed -$201K – 219
2019
Q3 		$201K Buy
+3,741
New +$200K 0.06% 166

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SlateStone Wealth's IGSB Position: Q2 2026 in Review

SlateStone Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 37% in Q2 2026, buying an estimated $776K and bringing the position to 54,404 shares worth $2.85M. The position accounts for 0.22% of the portfolio, ranked #87.

SlateStone Wealth first reported a position in IGSB in Q3 2019 and has held it in 19 quarters since. 257 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SlateStone Wealth held 54,404 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.85M as of Q2 2026.
  • SlateStone Wealth bought 14,794 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $776K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.22% of SlateStone Wealth's portfolio in Q2 2026, its #87 holding.
  • SlateStone Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.