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

TAGStone Capital’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 		$988K Buy
18,860
+6,103
+48% +$320K 0.31% 58
2026
Q1 		$671K Buy
12,757
+3,845
+43% +$203K 0.24% 74
2025
Q4 		$471K Buy
8,912
+134
+2% +$7.09K 0.18% 83
2025
Q3 		$466K Sell
8,778
-1,934
-18% -$102K 0.18% 80
2025
Q2 		$564K Sell
10,712
-15,913
-60% -$831K 0.23% 72
2025
Q1 		$1.39M Buy
26,625
+21,775
+449% +$1.13M 0.69% 34
2024
Q4 		$251K Buy
4,850
+67
+1% +$3.48K 0.12% 84
2024
Q3 		$252K Buy
4,783
+523
+12% +$27.2K 0.13% 83
2024
Q2 		$218K Buy
+4,260
New +$217K 0.12% 87

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

TAGStone Capital's IGSB Position: Q2 2026 in Review

TAGStone Capital increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 48% in Q2 2026, buying an estimated $320K and bringing the position to 18,860 shares worth $988K. The position accounts for 0.31% of the portfolio, ranked #58.

TAGStone Capital first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • TAGStone Capital held 18,860 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $988K as of Q2 2026.
  • TAGStone Capital bought 6,103 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $320K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.31% of TAGStone Capital's portfolio in Q2 2026, its #58 holding.
  • TAGStone Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • TAGStone Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.39M in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.