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IGSB icon

Sweeney & Michel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sweeney & Michel’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 		$2.19M Buy
41,711
+1,648
+4% +$87.1K 0.65% 29
2025
Q4 		$2.12M Buy
40,063
+2,639
+7% +$140K 0.63% 30
2025
Q3 		$1.98M Buy
37,424
+353
+1% +$18.6K 0.67% 30
2025
Q2 		$1.94M Sell
37,071
-906
-2% -$47.3K 0.69% 28
2025
Q1 		$1.97M Buy
+37,977
New +$1.97M 0.86% 23
2024
Q3 		$1.41M Buy
27,065
+274
+1% +$14.3K 0.56% 35
2024
Q2 		$1.38M Buy
26,791
+184
+0.7% +$9.39K 0.59% 31
2024
Q1 		$1.36M Buy
+26,607
New +$1.36M 0.6% 31

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

Sweeney & Michel's IGSB Position: Q1 2026 in Review

Sweeney & Michel increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.1% in Q1 2026, buying an estimated $87.1K and bringing the position to 41,711 shares worth $2.19M. The position accounts for 0.65% of the portfolio, ranked #29.

Sweeney & Michel first reported a position in IGSB in Q1 2024 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sweeney & Michel held 41,711 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.19M as of Q1 2026.
  • Sweeney & Michel bought 1,648 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $87.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.65% of Sweeney & Michel's portfolio in Q1 2026, its #29 holding.
  • Sweeney & Michel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.