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

Successful Portfolios’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 		$441K Sell
8,468
-10
-0.1% -$524 0.21% 102
2026
Q1 		$446K Hold
8,478
– – 0.25% 85
2025
Q4 		$449K Sell
8,478
-8
-0.1% -$424 0.23% 97
2025
Q3 		$450K Hold
8,486
– – 0.26% 79
2025
Q2 		$448K Hold
8,486
– – 0.28% 73
2025
Q1 		$444K Sell
8,486
-6
-0.1% -$312 0.3% 72
2024
Q4 		$439K Sell
8,492
-302
-3% -$15.7K 0.29% 72
2024
Q3 		$463K Sell
8,794
-255
-3% -$13.3K 0.31% 69
2024
Q2 		$464K Sell
9,049
-32
-0.4% -$1.63K 0.32% 65
2024
Q1 		$466K Sell
9,081
-121
-1% -$6.19K 0.32% 69
2023
Q4 		$472K Sell
9,202
-48
-0.5% -$2.41K 0.35% 64
2023
Q3 		$461K Sell
9,250
-679
-7% -$34K 0.41% 57
2023
Q2 		$498K Sell
9,929
-7,041
-41% -$355K 0.43% 54
2023
Q1 		$858K Sell
16,970
-2,325
-12% -$117K 0.54% 49
2022
Q4 		$961K Buy
19,295
+1,471
+8% +$72.8K 0.63% 46
2022
Q3 		$878K Sell
17,824
-1,156
-6% -$58.3K 0.64% 41
2022
Q2 		$959K Sell
18,980
-1,938
-9% -$98.7K 0.65% 41
2022
Q1 		$1.08M Sell
20,918
-1,867
-8% -$98.4K 0.62% 39
2021
Q4 		$1.23M Sell
22,785
-17,294
-43% -$936K 0.67% 35
2021
Q3 		$2.19M Sell
40,079
-1,192
-3% -$65.3K 1.31% 17
2021
Q2 		$2.26M Buy
41,271
+18,718
+83% +$1.03M 1.37% 15
2021
Q1 		$1.23M Buy
22,553
+3,416
+18% +$188K 0.81% 31
2020
Q4 		$1.06M Buy
19,137
+4,849
+34% +$267K 0.76% 33
2020
Q3 		$785K Buy
14,288
+51
+0.4% +$2.8K 0.63% 44
2020
Q2 		$779K Buy
+14,237
New +$767K 0.69% 40

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

Successful Portfolios's IGSB Position: Q2 2026 in Review

Successful Portfolios reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.12% in Q2 2026, selling an estimated $524 and leaving 8,468 shares worth $441K. The position accounts for 0.21% of the portfolio, ranked #102.

Successful Portfolios first reported a position in IGSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.26M in Q2 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Successful Portfolios held 8,468 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $441K as of Q2 2026.
  • Successful Portfolios sold 10 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $524.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of Successful Portfolios's portfolio in Q2 2026, its #102 holding.
  • Successful Portfolios first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Successful Portfolios's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.26M in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.