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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
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

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EWA
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Ameriprise
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Bank of America
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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