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

Tandem Investment Partners’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 		$330K Buy
6,288
+766
+14% +$40.2K 0.25% 65
2026
Q1 		$290K Buy
5,522
+398
+8% +$21K 0.25% 66
2025
Q4 		$271K Buy
5,124
+699
+16% +$37K 0.23% 65
2025
Q3 		$235K Buy
4,425
+302
+7% +$15.9K 0.19% 69
2025
Q2 		$218K Sell
4,123
-20
-0.5% -$1.04K 0.19% 66
2025
Q1 		$217K Sell
4,143
-154
-4% -$8.01K 0.21% 64
2024
Q4 		$222K Buy
+4,297
New +$223K 0.21% 60

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

Tandem Investment Partners's IGSB Position: Q2 2026 in Review

Tandem Investment Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q2 2026, buying an estimated $40.2K and bringing the position to 6,288 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #65.

Tandem Investment Partners first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Tandem Investment Partners held 6,288 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $330K as of Q2 2026.
  • Tandem Investment Partners bought 766 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $40.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.25% of Tandem Investment Partners's portfolio in Q2 2026, its #65 holding.
  • Tandem Investment Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.