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

Tompkins Financial’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	$77.2K	Hold	1,473	–	–	0.01%	292
2026 Q1	$77.4K	Hold	1,473	–	–	0.01%	280
2025 Q4	$77.9K	Hold	1,473	–	–	0.01%	274
2025 Q3	$78.1K	Hold	1,473	–	–	0.01%	278
2025 Q2	$77.7K	Buy	+1,473	New	+$77K	0.01%	271
2015 Q3	–	Sell	-1,900	Closed	-$100K	–	504
2015 Q2	$100K	Hold	1,900	–	–	0.03%	196
2015 Q1	$100K	Hold	1,900	–	–	0.03%	207
2014 Q4	$100K	Hold	1,900	–	–	0.02%	196
2014 Q3	$100K	Hold	1,900	–	–	0.03%	191
2014 Q2	$100K	Sell	1,900 -1,900	-50%	-$100K	0.02%	197
2014 Q1	$200K	Hold	3,800	–	–	0.05%	156
2013 Q4	$200K	Hold	3,800	–	–	0.05%	156
2013 Q3	$200K	Sell	3,800 -1,020	-21%	-$53.5K	0.06%	152
2013 Q2	$253K	Buy	+4,820	New	+$254K	0.08%	140

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tompkins Financial's IGSB Position: Q2 2026 in Review

Tompkins Financial held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,473 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #292.

Tompkins Financial first reported a position in IGSB in Q2 2013 and has held it in 14 quarters since. The position peaked at $253K in Q2 2013. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Tompkins Financial held 1,473 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $77.2K as of Q2 2026.
Tompkins Financial 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 Tompkins Financial's portfolio in Q2 2026, its #292 holding.
Tompkins Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 14 quarters since.
Tompkins Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $253K in Q2 2013.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.