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

Tilia Fiduciary 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
Q1 		$2.04M Sell
38,771
-201
-0.5% -$10.6K 1.12% 36
2025
Q4 		$2.06M Sell
38,972
-3,829
-9% -$203K 1.14% 39
2025
Q3 		$2.27M Buy
42,801
+49
+0.1% +$2.59K 1.31% 33
2025
Q2 		$2.26M Buy
42,752
+2,164
+5% +$113K 1.38% 30
2025
Q1 		$2.13M Buy
40,588
+2,843
+8% +$148K 1.42% 26
2024
Q4 		$1.95M Buy
37,745
+772
+2% +$40.1K 1.33% 30
2024
Q3 		$1.95M Buy
36,973
+1,764
+5% +$91.8K 1.35% 33
2024
Q2 		$1.8M Buy
35,209
+1,133
+3% +$57.8K 1.41% 30
2024
Q1 		$1.75M Buy
34,076
+4,199
+14% +$215K 1.42% 31
2023
Q4 		$1.53M Buy
29,877
+1,341
+5% +$67.3K 1.43% 27
2023
Q3 		$1.42M Sell
28,536
-1,560
-5% -$78K 1.48% 28
2023
Q2 		$1.51M Buy
30,096
+1,296
+5% +$65.3K 1.35% 22
2023
Q1 		$1.46M Sell
28,800
-3,993
-12% -$200K 1.39% 18
2022
Q4 		$1.63M Sell
32,793
-3,924
-11% -$194K 1.57% 12
2022
Q3 		$1.8M Sell
36,717
-9,464
-20% -$478K 1.82% 8
2022
Q2 		$2.33M Sell
46,181
-11,135
-19% -$567K 2.23% 5
2022
Q1 		$2.96M Sell
57,316
-1,291
-2% -$68.1K 2.51% 6
2021
Q4 		$3.16M Buy
+58,607
New +$3.17M 2.54% 5

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 $424B AUM 22.96% 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

Tilia Fiduciary Partners's IGSB Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.52% in Q1 2026, selling an estimated $10.6K and leaving 38,771 shares worth $2.04M. The position accounts for 1.12% of the portfolio, ranked #36.

Tilia Fiduciary Partners first reported a position in IGSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.16M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Tilia Fiduciary Partners held 38,771 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.04M as of Q1 2026.
  • Tilia Fiduciary Partners sold 201 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $10.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.12% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #36 holding.
  • Tilia Fiduciary Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.16M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.