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Wharton Business Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wharton Business Group’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 		$34.7M Buy
662,380
+399,015
+152% +$20.9M 1.16% 25
2026
Q1 		$13.8M Buy
263,365
+41,785
+19% +$2.21M 0.52% 40
2025
Q4 		$11.7M Buy
221,580
+2,265
+1% +$120K 0.45% 40
2025
Q3 		$11.6M Buy
219,315
+85,365
+64% +$4.51M 0.51% 38
2025
Q2 		$7.07M Buy
133,950
+5,170
+4% +$270K 0.3% 48
2025
Q1 		$6.74M Buy
128,780
+955
+0.7% +$49.6K 0.31% 46
2024
Q4 		$6.61M Buy
127,825
+1,685
+1% +$87.6K 0.3% 49
2024
Q3 		$6.64M Buy
126,140
+11,705
+10% +$609K 0.3% 53
2024
Q2 		$5.86M Sell
114,435
-505
-0.4% -$25.8K 0.3% 52
2024
Q1 		$5.89M Hold
114,940
– – 0.28% 53
2023
Q4 		$5.89M Hold
114,940
– – 0.3% 51
2023
Q3 		$5.73M Buy
114,940
+6,855
+6% +$343K 0.32% 54
2023
Q2 		$5.42M Sell
108,085
-1,035
-0.9% -$52.1K 0.36% 48
2023
Q1 		$5.51M Buy
109,120
+4,330
+4% +$217K 0.33% 48
2022
Q4 		$5.22M Sell
104,790
-10,410
-9% -$515K 0.3% 51
2022
Q3 		$5.68M Buy
115,200
+4,555
+4% +$230K 0.38% 45
2022
Q2 		$5.59M Buy
110,645
+9,170
+9% +$467K 0.37% 46
2022
Q1 		$5.25M Buy
101,475
+18,160
+22% +$957K 0.32% 45
2021
Q4 		$4.49M Buy
+83,315
New +$4.51M 0.28% 49
2021
Q3 		– Sell
-50,755
Closed -$2.78M – 94
2021
Q2 		$2.78M Sell
50,755
-5,175
-9% -$284K 0.22% 45
2021
Q1 		$3.06M Buy
55,930
+3,630
+7% +$199K 0.24% 47
2020
Q4 		$2.88M Buy
52,300
+3,275
+7% +$180K 0.24% 45
2020
Q3 		$2.69M Buy
49,025
+11,365
+30% +$624K 0.25% 45
2020
Q2 		$2.06M Sell
37,660
-4,625
-11% -$249K 0.2% 47
2020
Q1 		$2.21M Buy
+42,285
New +$2.25M 0.25% 43

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

Wharton Business Group's IGSB Position: Q2 2026 in Review

Wharton Business Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 152% in Q2 2026, buying an estimated $20.9M and bringing the position to 662,380 shares worth $34.7M. The position accounts for 1.16% of the portfolio, ranked #25.

Wharton Business Group first reported a position in IGSB in Q1 2020 and has held it in 25 quarters since. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Wharton Business Group held 662,380 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $34.7M as of Q2 2026.
  • Wharton Business Group bought 399,015 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20.9M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.16% of Wharton Business Group's portfolio in Q2 2026, its #25 holding.
  • Wharton Business Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.