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Waters Parkerson & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Waters Parkerson & Co’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 		$796K Buy
15,195
+50
+0.3% +$2.62K 0.04% 115
2026
Q1 		$796K Sell
15,145
-165
-1% -$8.72K 0.04% 109
2025
Q4 		$810K Sell
15,310
-10
-0.1% -$529 0.04% 112
2025
Q3 		$812K Buy
15,320
+950
+7% +$50.1K 0.04% 110
2025
Q2 		$758K Sell
14,370
-100
-0.7% -$5.22K 0.04% 113
2025
Q1 		$758K Buy
14,470
+3,575
+33% +$186K 0.04% 112
2024
Q4 		$563K Buy
10,895
+3,325
+44% +$173K 0.03% 128
2024
Q3 		$399K Buy
7,570
+2,150
+40% +$112K 0.02% 144
2024
Q2 		$278K Buy
5,420
+100
+2% +$5.1K 0.01% 152
2024
Q1 		$273K Hold
5,320
– – 0.01% 161
2023
Q4 		$273K Sell
5,320
-725
-12% -$36.4K 0.02% 154
2023
Q3 		$301K Buy
6,045
+125
+2% +$6.25K 0.02% 140
2023
Q2 		$297K Buy
5,920
+175
+3% +$8.82K 0.02% 148
2023
Q1 		$290K Hold
5,745
– – 0.02% 147
2022
Q4 		$286K Sell
5,745
-475
-8% -$23.5K 0.02% 148
2022
Q3 		$307K Hold
6,220
– – 0.02% 134
2022
Q2 		$314K Hold
6,220
– – 0.02% 133
2022
Q1 		$322K Sell
6,220
-300
-5% -$15.8K 0.02% 143
2021
Q4 		$351K Hold
6,520
– – 0.02% 146
2021
Q3 		$356K Hold
6,520
– – 0.02% 142
2021
Q2 		$357K Sell
6,520
-3,525
-35% -$193K 0.02% 142
2021
Q1 		$549K Buy
10,045
+1,325
+15% +$72.8K 0.03% 113
2020
Q4 		$481K Buy
8,720
+2,200
+34% +$121K 0.03% 114
2020
Q3 		$358K Sell
6,520
-200
-3% -$11K 0.03% 128
2020
Q2 		$368K Hold
6,720
– – 0.03% 120
2020
Q1 		$352K Buy
6,720
+85
+1% +$4.52K 0.03% 115
2019
Q4 		$356K Sell
6,635
-20
-0.3% -$1.07K 0.03% 124
2019
Q3 		$357K Buy
6,655
+440
+7% +$23.5K 0.03% 122
2019
Q2 		$332K Sell
6,215
-35
-0.6% -$1.85K 0.03% 126
2019
Q1 		$330K Sell
6,250
-220
-3% -$11.5K 0.03% 123
2018
Q4 		$334K Buy
6,470
+1,900
+42% +$98K 0.03% 111
2018
Q3 		$237K Sell
4,570
-1,900
-29% -$98.5K 0.02% 155
2018
Q2 		$335K Buy
6,470
+200
+3% +$10.4K 0.03% 120
2018
Q1 		$325K Sell
6,270
-10
-0.2% -$520 0.03% 130
2017
Q4 		$328K Hold
6,280
– – 0.03% 131
2017
Q3 		$331K Hold
6,280
– – 0.03% 131
2017
Q2 		$331K Buy
6,280
+550
+10% +$28.9K 0.03% 126
2017
Q1 		$301K Sell
5,730
-20
-0.3% -$1.05K 0.03% 131
2016
Q4 		$302K Sell
5,750
-136
-2% -$7.15K 0.03% 130
2016
Q3 		$311K Hold
5,886
– – 0.03% 128
2016
Q2 		$312K Sell
5,886
-4,330
-42% -$229K 0.03% 123
2016
Q1 		$538K Sell
10,216
-820
-7% -$43K 0.06% 100
2015
Q4 		$577K Sell
11,036
-800
-7% -$42K 0.07% 93
2015
Q3 		$622K Sell
11,836
-1,664
-12% -$87.4K 0.08% 87
2015
Q2 		$711K Hold
13,500
– – 0.08% 87
2015
Q1 		$712K Hold
13,500
– – 0.08% 87
2014
Q4 		$710K Buy
13,500
+5,540
+70% +$292K 0.08% 86
2014
Q3 		$419K Sell
7,960
-570
-7% -$30K 0.05% 105
2014
Q2 		$451K Buy
8,530
+400
+5% +$21.1K 0.05% 101
2014
Q1 		$429K Sell
8,130
-2,650
-25% -$140K 0.05% 100
2013
Q4 		$568K Buy
10,780
+1,270
+13% +$66.9K 0.07% 92
2013
Q3 		$501K Buy
9,510
+1,650
+21% +$86.6K 0.07% 91
2013
Q2 		$413K Buy
+7,860
New +$414K 0.06% 92

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waters Parkerson & Co's IGSB Position: Q2 2026 in Review

Waters Parkerson & Co increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.33% in Q2 2026, buying an estimated $2.62K and bringing the position to 15,195 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #115.

Waters Parkerson & Co first reported a position in IGSB in Q2 2013 and has held it in 53 quarters since. The position peaked at $812K in Q3 2025. 688 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Waters Parkerson & Co held 15,195 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $796K as of Q2 2026.
  • Waters Parkerson & Co bought 50 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.62K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Waters Parkerson & Co's portfolio in Q2 2026, its #115 holding.
  • Waters Parkerson & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Waters Parkerson & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $812K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.