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

Tidemark’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 		$49.7K Hold
948
– – 0.01% 309
2026
Q1 		$49.8K Hold
948
– – 0.01% 269
2025
Q4 		$50.1K Sell
948
-244
-20% -$12.9K 0.01% 241
2025
Q3 		$63.2K Buy
1,192
+244
+26% +$12.9K 0.02% 224
2025
Q2 		$50K Hold
948
– – 0.02% 237
2025
Q1 		$49.6K Hold
948
– – 0.02% 242
2024
Q4 		$49K Hold
948
– – 0.02% 238
2024
Q3 		$49.9K Hold
948
– – 0.02% 234
2024
Q2 		$48.6K Hold
948
– – 0.02% 215
2024
Q1 		$48.6K Hold
948
– – 0.03% 232
2023
Q4 		$48.6K Buy
+948
New +$47.6K 0.03% 228

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

Tidemark's IGSB Position: Q2 2026 in Review

Tidemark held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 948 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #309.

Tidemark first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.2K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Tidemark held 948 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $49.7K as of Q2 2026.
  • Tidemark left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #309 holding.
  • Tidemark first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $63.2K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.