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 Q2	$5.48M	Buy	104,999 +6,185	+6%	+$324K	1.1%	44
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 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

Trinity Legacy Partners's IGSB Position: Q2 2026 in Review

Trinity Legacy Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q2 2026, buying an estimated $324K and bringing the position to 104,999 shares worth $5.48M. The position accounts for 1.1% of the portfolio, ranked #44.

Trinity Legacy Partners first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.91M in Q2 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Trinity Legacy Partners held 104,999 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.48M as of Q2 2026.
Trinity Legacy Partners bought 6,185 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $324K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.1% of Trinity Legacy Partners's portfolio in Q2 2026, its #44 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 12 quarters since.
Trinity Legacy Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.91M in Q2 2024.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.