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

Union Bancaire Privee’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 		$5.8M Hold
112,148
– – 0.06% 167
2026
Q1 		$5.79M Buy
112,148
+3,470
+3% +$183K 0.08% 143
2025
Q4 		$5.63M Buy
108,678
+80,743
+289% +$4.27M 0.07% 142
2025
Q3 		$1.44M Hold
27,935
– – 0.02% 230
2025
Q2 		$1.43M Buy
27,935
+26,233
+1,541% +$1.37M 0.02% 230
2025
Q1 		$78.4K Hold
1,702
– – ﹤0.01% 423
2024
Q4 		$79.2K Buy
+1,702
New +$88.5K ﹤0.01% 467

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Union Bancaire Privee's IGSB Position: Q2 2026 in Review

Union Bancaire Privee held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 112,148 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #167.

Union Bancaire Privee first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Union Bancaire Privee held 112,148 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.8M as of Q2 2026.
  • Union Bancaire Privee 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 0.06% of Union Bancaire Privee's portfolio in Q2 2026, its #167 holding.
  • Union Bancaire Privee first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.