WC
IGSB icon

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

Waterloo Capital’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 		$318K Buy
+6,070
New +$318K 0.02% 431
2025
Q2 		– Sell
-7,176
Closed -$376K – 466
2025
Q1 		$376K Sell
7,176
-7,401
-51% -$385K 0.03% 290
2024
Q4 		$754K Buy
14,577
+6,952
+91% +$361K 0.08% 184
2024
Q3 		$402K Sell
7,625
-2,952
-28% -$154K 0.04% 273
2024
Q2 		$542K Buy
10,577
+3,040
+40% +$155K 0.07% 212
2024
Q1 		$386K Sell
7,537
-1,890
-20% -$96.7K 0.05% 253
2023
Q4 		$483K Buy
+9,427
New +$473K 0.08% 217

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

Waterloo Capital's IGSB Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 6,070 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in IGSB as recently as Q1 2025.

Waterloo Capital first reported a position in IGSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $754K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Waterloo Capital held 6,070 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $318K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Waterloo Capital position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #431 holding.
  • Waterloo Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Waterloo Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $754K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.