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

Trinity Legacy 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 		$5.2M Buy
98,814
+3,140
+3% +$166K 1.13% 41
2025
Q4 		$5.06M Buy
95,674
+2,743
+3% +$145K 1.16% 41
2025
Q3 		$4.93M Buy
92,931
+781
+0.8% +$41.2K 1.13% 39
2025
Q2 		$4.84M Buy
92,150
+2,085
+2% +$109K 1.17% 38
2025
Q1 		$4.7M Buy
90,065
+1,907
+2% +$99.1K 1.19% 36
2024
Q4 		$4.56M Sell
88,158
-3,585
-4% -$186K 1.17% 40
2024
Q3 		$4.79M Sell
91,743
-62,569
-41% -$3.26M 1.23% 37
2024
Q2 		$7.91M Buy
154,312
+3,092
+2% +$158K 2.25% 11
2024
Q1 		$7.75M Buy
151,220
+39,049
+35% +$2M 2.27% 10
2023
Q4 		$5.75M Buy
112,171
+2,638
+2% +$132K 1.81% 12
2023
Q3 		$5.46M Buy
+109,533
New +$5.48M 1.89% 12

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 $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

Trinity Legacy Partners's IGSB Position: Q1 2026 in Review

Trinity Legacy Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.3% in Q1 2026, buying an estimated $166K and bringing the position to 98,814 shares worth $5.2M. The position accounts for 1.13% of the portfolio, ranked #41.

Trinity Legacy Partners first reported a position in IGSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.91M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Trinity Legacy Partners held 98,814 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.2M as of Q1 2026.
  • Trinity Legacy Partners bought 3,140 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $166K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.13% of Trinity Legacy Partners's portfolio in Q1 2026, its #41 holding.
  • Trinity Legacy Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Trinity Legacy Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.91M in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.