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IGSB icon

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

Sunbelt Securities’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 		$331K Sell
6,299
-557
-8% -$29.4K 0.02% 506
2025
Q4 		$363K Buy
6,856
+34
+0.5% +$1.8K 0.02% 480
2025
Q3 		$362K Sell
6,822
-638
-9% -$33.7K 0.03% 469
2025
Q2 		$386K Buy
7,460
+49
+0.7% +$2.56K 0.03% 415
2025
Q1 		$388K Sell
7,411
-49
-0.7% -$2.55K 0.03% 386
2024
Q4 		$386K Buy
7,460
+947
+15% +$49.2K 0.03% 416
2024
Q3 		$343K Buy
6,513
+128
+2% +$6.66K 0.03% 444
2024
Q2 		$327K Buy
6,385
+1,498
+31% +$76.4K 0.03% 432
2024
Q1 		$251K Sell
4,887
-2,024
-29% -$104K 0.03% 481
2023
Q4 		$354K Sell
6,911
-2,083
-23% -$105K 0.04% 376
2023
Q3 		$448K Buy
8,994
+995
+12% +$49.8K 0.06% 302
2023
Q2 		$401K Buy
7,999
+1,735
+28% +$87.4K 0.06% 324
2023
Q1 		$315K Buy
+6,264
New +$314K 0.05% 342
2022
Q3 		– Sell
-4,008
Closed -$203K – 440
2022
Q2 		$203K Sell
4,008
-1,605
-29% -$81.7K 0.04% 410
2022
Q1 		$290K Sell
5,613
-2,186
-28% -$115K 0.05% 363
2021
Q4 		$413K Sell
7,799
-24,308
-76% -$1.32M 0.07% 304
2021
Q3 		$1.76M Hold
32,107
– – 0.32% 85
2021
Q2 		$1.76M Sell
32,107
-1,053
-3% -$57.7K 0.32% 85
2021
Q1 		$1.81M Buy
33,160
+2,063
+7% +$113K 0.36% 71
2020
Q4 		$1.72M Buy
31,097
+564
+2% +$31K 0.35% 67
2020
Q3 		$1.68M Buy
30,533
+15,818
+107% +$869K 0.47% 61
2020
Q2 		$805K Buy
+14,715
New +$793K 0.28% 101

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

Sunbelt Securities's IGSB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.1% in Q1 2026, selling an estimated $29.4K and leaving 6,299 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #506.

Sunbelt Securities first reported a position in IGSB in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.81M in Q1 2021. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sunbelt Securities held 6,299 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $331K as of Q1 2026.
  • Sunbelt Securities sold 557 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $29.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #506 holding.
  • Sunbelt Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Sunbelt Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.81M in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.