SGK
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Steigerwald Gordon & Koch’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Steigerwald Gordon & Koch’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 		$102K Hold
1,952
– – 0.01% 218
2026
Q1 		$103K Hold
1,952
– – 0.01% 207
2025
Q4 		$103K Sell
1,952
-125
-6% -$6.62K 0.01% 208
2025
Q3 		$110K Buy
+2,077
New +$110K 0.01% 201
2023
Q1 		– Sell
-5,669
Closed -$282K – 111
2022
Q4 		$282K Buy
+5,669
New +$281K 0.04% 90

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

Steigerwald Gordon & Koch's IGSB Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,952 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #218.

Steigerwald Gordon & Koch first reported a position in IGSB in Q4 2022 and has held it in 5 quarters since. The position peaked at $282K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,952 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $102K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #218 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Steigerwald Gordon & Koch's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $282K in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.