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

Winthrop Capital 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 Q1	–	Sell	-40,320	Closed	-$2.13M	–	351
2025 Q4	$2.13M	Hold	40,320	–	–	0.5%	43
2025 Q3	$2.14M	Hold	40,320	–	–	0.52%	41
2025 Q2	$2.13M	Hold	40,320	–	–	0.54%	43
2025 Q1	$2.11M	Buy	40,320 +6,380	+19%	+$332K	0.58%	40
2024 Q4	$1.75M	Buy	+33,940	New	+$1.76M	0.47%	47
2024 Q1	–	Sell	-32,000	Closed	-$1.64M	–	206
2023 Q4	$1.64M	Buy	+32,000	New	+$1.61M	0.54%	41

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winthrop Capital Management's IGSB Position: Q1 2026 in Review

Winthrop Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 40,320 shares — an estimated $2.13M sold.

Winthrop Capital Management first reported a position in IGSB in Q4 2023 and held it in 6 quarters. The position peaked at $2.14M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Winthrop Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Winthrop Capital Management sold 40,320 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.13M.
Winthrop Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Winthrop Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.14M in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.