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WhitTier Trust Company’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

WhitTier Trust Company’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 		$1.32M Sell
25,310
-130
-0.5% -$6.82K 0.02% 270
2026
Q1 		$1.33M Sell
25,440
-5
-0% -$264 0.03% 267
2025
Q4 		$1.35M Buy
25,445
+18,320
+257% +$970K 0.03% 266
2025
Q3 		$377K Hold
7,125
– – 0.01% 385
2025
Q2 		$376K Hold
7,125
– – 0.01% 428
2025
Q1 		$373K Sell
7,125
-310
-4% -$16.1K 0.01% 430
2024
Q4 		$384K Sell
7,435
-1,210
-14% -$62.9K 0.01% 402
2024
Q3 		$455K Hold
8,645
– – 0.01% 367
2024
Q2 		$443K Sell
8,645
-215
-2% -$11K 0.01% 362
2024
Q1 		$454K Hold
8,860
– – 0.01% 354
2023
Q4 		$454K Sell
8,860
-13,315
-60% -$669K 0.01% 351
2023
Q3 		$1.1M Sell
22,175
-4,141
-16% -$207K 0.04% 268
2023
Q2 		$1.32M Sell
26,316
-9,960
-27% -$502K 0.04% 259
2023
Q1 		$1.83M Sell
36,276
-3,146
-8% -$158K 0.07% 213
2022
Q4 		$1.96M Sell
39,422
-51
-0.1% -$2.52K 0.08% 201
2022
Q3 		$1.95M Buy
39,473
+1,720
+5% +$86.8K 0.08% 199
2022
Q2 		$1.91M Sell
37,753
-1,691
-4% -$86.1K 0.08% 204
2022
Q1 		$2.04M Sell
39,444
-634
-2% -$33.4K 0.07% 207
2021
Q4 		$2.16M Hold
40,078
– – 0.08% 197
2021
Q3 		$2.19M Sell
40,078
-110
-0.3% -$6.03K 0.09% 191
2021
Q2 		$2.2M Buy
40,188
+2,086
+5% +$114K 0.09% 188
2021
Q1 		$2.08M Sell
38,102
-40
-0.1% -$2.2K 0.09% 181
2020
Q4 		$2.1M Sell
38,142
-242
-0.6% -$13.3K 0.11% 166
2020
Q3 		$2.11M Sell
38,384
-1,633
-4% -$89.7K 0.12% 151
2020
Q2 		$2.19M Sell
40,017
-438
-1% -$23.6K 0.14% 140
2020
Q1 		$2.12M Sell
40,455
-1,422
-3% -$75.7K 0.16% 126
2019
Q4 		$2.25M Buy
41,877
+300
+0.7% +$16.1K 0.14% 136
2019
Q3 		$2.23M Sell
41,577
-871
-2% -$46.6K 0.16% 128
2019
Q2 		$2.27M Sell
42,448
-294
-0.7% -$15.5K 0.16% 125
2019
Q1 		$2.26M Sell
42,742
-7,030
-14% -$367K 0.17% 128
2018
Q4 		$2.57M Buy
49,772
+214
+0.4% +$11K 0.21% 106
2018
Q3 		$2.57M Sell
49,558
-7,890
-14% -$409K 0.19% 119
2018
Q2 		$2.98M Sell
57,448
-5,364
-9% -$278K 0.23% 108
2018
Q1 		$3.26M Sell
62,812
-5,756
-8% -$299K 0.27% 96
2017
Q4 		$3.58M Buy
68,568
+2,056
+3% +$108K 0.31% 90
2017
Q3 		$3.5M Sell
66,512
-554
-0.8% -$29.2K 0.33% 87
2017
Q2 		$3.53M Sell
67,066
-558
-0.8% -$29.4K 0.34% 82
2017
Q1 		$3.56M Sell
67,624
-2,060
-3% -$108K 0.36% 79
2016
Q4 		$3.66M Sell
69,684
-9,258
-12% -$487K 0.39% 76
2016
Q3 		$4.17M Sell
78,942
-1,990
-2% -$105K 0.47% 61
2016
Q2 		$4.29M Buy
80,932
+1,262
+2% +$66.6K 0.49% 62
2016
Q1 		$4.2M Buy
79,670
+2,444
+3% +$128K 0.49% 61
2015
Q4 		$4.04M Buy
77,226
+282
+0.4% +$14.8K 0.47% 62
2015
Q3 		$4.04M Buy
76,944
+2,482
+3% +$130K 0.49% 65
2015
Q2 		$3.92M Sell
74,462
-11,336
-13% -$598K 0.44% 69
2015
Q1 		$4.53M Sell
85,798
-27,450
-24% -$1.45M 0.5% 65
2014
Q4 		$5.96M Sell
113,248
-8,182
-7% -$431K 0.67% 46
2014
Q3 		$6.39M Sell
121,430
-3,558
-3% -$188K 0.73% 36
2014
Q2 		$6.6M Sell
124,988
-9,614
-7% -$507K 0.74% 37
2014
Q1 		$7.1M Sell
134,602
-9,548
-7% -$504K 0.83% 26
2013
Q4 		$7.6M Buy
144,150
+8,128
+6% +$428K 0.92% 25
2013
Q3 		$7.16M Sell
136,022
-13,316
-9% -$699K 0.96% 23
2013
Q2 		$7.84M Buy
+149,338
New +$7.87M 1.13% 18

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

WhitTier Trust Company's IGSB Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.51% in Q2 2026, selling an estimated $6.82K and leaving 25,310 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #270.

WhitTier Trust Company first reported a position in IGSB in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.84M in Q2 2013. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • WhitTier Trust Company held 25,310 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.32M as of Q2 2026.
  • WhitTier Trust Company sold 130 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.82K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #270 holding.
  • WhitTier Trust Company 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.
  • WhitTier Trust Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.84M in Q2 2013.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.