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

Summit Financial’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 		$14.6M Sell
277,614
-31,313
-10% -$1.66M 0.19% 98
2025
Q4 		$16.3M Buy
308,927
+25,125
+9% +$1.33M 0.24% 80
2025
Q3 		$15.1M Buy
283,802
+6,879
+2% +$363K 0.23% 85
2025
Q2 		$14.6M Buy
276,923
+18,975
+7% +$991K 0.33% 58
2025
Q1 		$13.5M Buy
257,948
+25,564
+11% +$1.33M 0.38% 49
2024
Q4 		$12M Buy
232,384
+33,615
+17% +$1.75M 0.42% 42
2024
Q3 		$10.5M Buy
198,769
+49,195
+33% +$2.56M 0.41% 43
2024
Q2 		$7.66M Buy
149,574
+131,614
+733% +$6.71M 0.35% 45
2024
Q1 		$921K Buy
17,960
+1,611
+10% +$82.4K 0.05% 195
2023
Q4 		$838K Buy
+16,349
New +$821K 0.05% 191

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

Summit Financial's IGSB Position: Q1 2026 in Review

Summit Financial reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 10% in Q1 2026, selling an estimated $1.66M and leaving 277,614 shares worth $14.6M. The position accounts for 0.19% of the portfolio, ranked #98.

Summit Financial first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Summit Financial held 277,614 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.6M as of Q1 2026.
  • Summit Financial sold 31,313 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.66M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.19% of Summit Financial's portfolio in Q1 2026, its #98 holding.
  • Summit Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Summit Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16.3M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.