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Strategy Asset Managers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Strategy Asset Managers’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 		$909K Buy
17,301
+98
+0.6% +$5.18K 0.15% 99
2025
Q4 		$910K Buy
17,203
+780
+5% +$41.3K 0.15% 99
2025
Q3 		$871K Buy
16,423
+561
+4% +$29.6K 0.16% 101
2025
Q2 		$837K Buy
15,862
+129
+0.8% +$6.74K 0.16% 105
2025
Q1 		$824K Buy
15,733
+8,648
+122% +$450K 0.17% 99
2024
Q4 		$366K Sell
7,085
-1,185
-14% -$61.6K 0.07% 176
2024
Q3 		$436K Sell
8,270
-22,985
-74% -$1.2M 0.08% 161
2024
Q2 		$1.57M Buy
31,255
+10,643
+52% +$543K 0.35% 60
2024
Q1 		$1.06M Sell
20,612
-7,091
-26% -$363K 0.23% 74
2023
Q4 		$1.42M Sell
27,703
-1,784
-6% -$89.6K 0.34% 56
2023
Q3 		$1.47M Sell
29,487
-1,768
-6% -$88.5K 0.38% 54
2023
Q2 		$1.57M Sell
31,255
-3,837
-11% -$193K 0.35% 60
2023
Q1 		$1.77M Sell
35,092
-6,758
-16% -$339K 0.43% 54
2022
Q4 		$2.08M Sell
41,850
-5,398
-11% -$267K 0.53% 50
2022
Q3 		$2.33M Buy
47,248
+28,510
+152% +$1.44M 0.63% 45
2022
Q2 		$947K Sell
18,738
-48,458
-72% -$2.47M 0.29% 66
2022
Q1 		$3.48M Buy
67,196
+43,711
+186% +$2.3M 0.75% 39
2021
Q4 		$1.26M Sell
23,485
-58,164
-71% -$3.15M 0.33% 62
2021
Q3 		$4.46M Sell
81,649
-9,106
-10% -$499K 0.99% 34
2021
Q2 		$4.97M Buy
90,755
+13,370
+17% +$732K 1.05% 33
2021
Q1 		$4.23M Buy
77,385
+16,704
+28% +$917K 0.97% 35
2020
Q4 		$3.35M Buy
60,681
+10,193
+20% +$560K 0.8% 39
2020
Q3 		$2.77M Buy
50,488
+33,392
+195% +$1.83M 0.72% 43
2020
Q2 		$936K Buy
+17,096
New +$921K 0.25% 69

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 $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategy Asset Managers's IGSB Position: Q1 2026 in Review

Strategy Asset Managers increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.57% in Q1 2026, buying an estimated $5.18K and bringing the position to 17,301 shares worth $909K. The position accounts for 0.15% of the portfolio, ranked #99.

Strategy Asset Managers first reported a position in IGSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.97M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Strategy Asset Managers held 17,301 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $909K as of Q1 2026.
  • Strategy Asset Managers bought 98 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.18K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Strategy Asset Managers's portfolio in Q1 2026, its #99 holding.
  • Strategy Asset Managers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Strategy Asset Managers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.97M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.