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

Westside Investment Management’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	$10.9K	Buy	+208	New	+$10.9K	﹤0.01%	1094
2025 Q1	–	Sell	-400	Closed	-$20.7K	–	996
2024 Q4	$20.7K	Hold	400	–	–	﹤0.01%	559
2024 Q3	$21.1K	Hold	400	–	–	﹤0.01%	568
2024 Q2	$20.5K	Hold	400	–	–	﹤0.01%	543
2024 Q1	$20.5K	Hold	400	–	–	﹤0.01%	514
2023 Q4	$20.5K	Hold	400	–	–	0.01%	496
2023 Q3	$19.9K	Hold	400	–	–	0.01%	486
2023 Q2	$20.1K	Hold	400	–	–	0.01%	491
2023 Q1	$20.2K	Hold	400	–	–	0.01%	491
2022 Q4	$19	Hold	400	–	–	﹤0.01%	529
2022 Q3	$19	Hold	400	–	–	﹤0.01%	518
2022 Q2	$20	Hold	400	–	–	﹤0.01%	509
2022 Q1	$20	Hold	400	–	–	﹤0.01%	516
2021 Q4	$21	Hold	400	–	–	﹤0.01%	492
2021 Q3	$21	Hold	400	–	–	﹤0.01%	480
2021 Q2	$21	Hold	400	–	–	﹤0.01%	471
2021 Q1	$21	Hold	400	–	–	﹤0.01%	460
2020 Q4	$22	Hold	400	–	–	﹤0.01%	420
2020 Q3	$21	Hold	400	–	–	﹤0.01%	418
2020 Q2	$21	Hold	400	–	–	﹤0.01%	397
2020 Q1	$20	Buy	+400	New	+$21.3K	﹤0.01%	395
2019 Q2	$85K	Buy	+1,608	New	+$85K	0.03%	239
2018 Q4	$398K	Buy	7,703 +5,903	+328%	+$304K	0.15%	103
2018 Q3	$84.6K	Sell	1,800 -800	-31%	-$41.5K	0.03%	219
2018 Q2	$135K	Hold	2,600	–	–	0.05%	193
2018 Q1	$135K	Sell	2,600 -16,500	-86%	-$858K	0.07%	187
2017 Q4	$998K	Sell	19,100 -1,000	-5%	-$52.5K	0.54%	46
2017 Q3	$1.06M	Buy	20,100 +2,300	+13%	+$121K	0.64%	36
2017 Q2	$936K	Sell	17,800 -400	-2%	-$21.1K	0.61%	40
2017 Q1	$957K	Buy	18,200 +12,180	+202%	+$640K	0.46%	33
2016 Q4	$316K	Buy	+6,020	New	+$317K	0.22%	71

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westside Investment Management's IGSB Position: Q2 2026 in Review

Westside Investment Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 208 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IGSB as recently as Q4 2024.

Westside Investment Management first reported a position in IGSB in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.06M in Q3 2017. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Westside Investment Management held 208 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.9K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Westside Investment Management position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1094 holding.
Westside Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 31 quarters since.
Westside Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.06M in Q3 2017.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.