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

Verum 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 		– Sell
-5,733
Closed -$301K – 206
2026
Q1 		$301K Sell
5,733
-2,478
-30% -$131K 0.06% 143
2025
Q4 		$434K Buy
8,211
+123
+2% +$6.51K 0.09% 107
2025
Q3 		$429K Buy
8,088
+85
+1% +$4.49K 0.09% 109
2025
Q2 		$422K Buy
8,003
+88
+1% +$4.6K 0.1% 109
2025
Q1 		$414K Sell
7,915
-661
-8% -$34.4K 0.11% 100
2024
Q4 		$443K Buy
8,576
+119
+1% +$6.19K 0.13% 101
2024
Q3 		$445K Sell
8,457
-6,462
-43% -$336K 0.13% 97
2024
Q2 		$764K Sell
14,919
-1,691
-10% -$86.3K 0.25% 63
2024
Q1 		$852K Sell
16,610
-1,021
-6% -$52.2K 0.3% 58
2023
Q4 		$904K Sell
17,631
-3,721
-17% -$187K 0.36% 55
2023
Q3 		$1.06M Buy
+21,352
New +$1.07M 0.48% 49

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 22.9% 1-Year Est. Return

Verum Partners's IGSB Position: Q2 2026 in Review

Verum Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 5,733 shares — an estimated $301K sold.

Verum Partners first reported a position in IGSB in Q3 2023 and held it in 11 quarters. The position peaked at $1.06M in Q3 2023. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Verum Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Verum Partners sold 5,733 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $301K.
  • Verum Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
  • Verum Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.06M in Q3 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.