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

Value Partners Investments’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 		$331K Sell
6,333
-500
-7% -$26.2K 0.02% 103
2026
Q1 		$359K Hold
6,833
– – 0.03% 102
2025
Q4 		$362K Hold
6,833
– – 0.03% 97
2025
Q3 		$362K Hold
6,833
– – 0.03% 95
2025
Q2 		$360K Hold
6,833
– – 0.03% 95
2025
Q1 		$358K Hold
6,833
– – 0.03% 91
2024
Q4 		$353K Sell
6,833
-1,250
-15% -$65K 0.2% 67
2024
Q3 		$426K Buy
8,083
+1,542
+24% +$80.2K 0.03% 78
2024
Q2 		$335K Hold
6,541
– – 0.03% 77
2024
Q1 		$335K Buy
6,541
+1,997
+44% +$102K 0.03% 72
2023
Q4 		$233K Buy
+4,544
New +$228K 0.02% 75

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Value Partners Investments's IGSB Position: Q2 2026 in Review

Value Partners Investments reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.3% in Q2 2026, selling an estimated $26.2K and leaving 6,333 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #103.

Value Partners Investments first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $426K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Value Partners Investments held 6,333 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $331K as of Q2 2026.
  • Value Partners Investments sold 500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Value Partners Investments's portfolio in Q2 2026, its #103 holding.
  • Value Partners Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Value Partners Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $426K in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.