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

Stockman Wealth Management’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
Q1 		$38.7M Buy
735,698
+61,563
+9% +$3.25M 4.27% 2
2025
Q4 		$35.6M Buy
674,135
+37,181
+6% +$1.97M 4.15% 3
2025
Q3 		$33.8M Buy
636,954
+11,716
+2% +$618K 4.19% 3
2025
Q2 		$33M Sell
625,238
-23,484
-4% -$1.23M 4.48% 3
2025
Q1 		$34M Sell
648,722
-278,572
-30% -$14.5M 5.03% 2
2024
Q4 		$47.9M Buy
927,294
+83,082
+10% +$4.32M 7.51% 2
2024
Q3 		$44.5M Buy
844,212
+194,804
+30% +$10.1M 6.91% 2
2024
Q2 		$33.3M Buy
649,408
+143,745
+28% +$7.33M 5.83% 2
2024
Q1 		$25.9M Buy
505,663
+109,974
+28% +$5.63M 4.58% 2
2023
Q4 		$20.3M Buy
395,689
+124,421
+46% +$6.25M 4.05% 2
2023
Q3 		$13.5M Buy
271,268
+154,678
+133% +$7.74M 2.98% 5
2023
Q2 		$5.85M Buy
116,590
+107,036
+1,120% +$5.39M 1.26% 32
2023
Q1 		$483K Sell
9,554
-7,212
-43% -$362K 0.11% 105
2022
Q4 		$835K Sell
16,766
-4,360
-21% -$216K 0.19% 80
2022
Q3 		$1.04M Sell
21,126
-5,210
-20% -$263K 0.28% 56
2022
Q2 		$1.33M Hold
26,336
– – 0.34% 55
2022
Q1 		$1.36M Hold
26,336
– – 0.28% 57
2021
Q4 		$1.42M Sell
26,336
-235
-0.9% -$12.7K 0.29% 59
2021
Q3 		$1.45M Hold
26,571
– – 0.32% 60
2021
Q2 		$1.46M Sell
26,571
-7,173
-21% -$393K 0.35% 57
2021
Q1 		$1.84M Sell
33,744
-4,421
-12% -$243K 0.51% 49
2020
Q4 		$2.11M Buy
38,165
+4,042
+12% +$222K 0.65% 49
2020
Q3 		$1.87M Buy
34,123
+2,379
+7% +$131K 0.68% 47
2020
Q2 		$1.74M Buy
31,744
+4,310
+16% +$232K 0.65% 46
2020
Q1 		$1.44M Buy
27,434
+2,647
+11% +$141K 0.64% 47
2019
Q4 		$1.33M Buy
24,787
+5,179
+26% +$278K 0.47% 55
2019
Q3 		$1.05M Buy
+19,608
New +$1.05M 0.4% 63
2017
Q4 		– Sell
-5,700
Closed -$300K – 155
2017
Q3 		$300K Sell
5,700
-5,700
-50% -$300K 0.14% 110
2017
Q2 		$600K Sell
11,400
-6,600
-37% -$347K 0.6% 57
2017
Q1 		$947K Buy
18,000
+3,000
+20% +$158K 0.54% 51
2016
Q4 		$787K Hold
15,000
– – 0.48% 52
2016
Q3 		$793K Buy
+15,000
New +$794K 0.49% 53

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stockman Wealth Management's IGSB Position: Q1 2026 in Review

Stockman Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.1% in Q1 2026, buying an estimated $3.25M and bringing the position to 735,698 shares worth $38.7M. The position accounts for 4.27% of the portfolio, ranked #2.

Stockman Wealth Management first reported a position in IGSB in Q3 2016 and has held it in 32 quarters since. The position peaked at $47.9M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Stockman Wealth Management held 735,698 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $38.7M as of Q1 2026.
  • Stockman Wealth Management bought 61,563 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.25M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.27% of Stockman Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Stockman Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 32 quarters since.
  • Stockman Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $47.9M in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.