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Y.D. More Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Y.D. More Investments’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 		$1.38M Buy
26,346
+685
+3% +$35.9K 0.04% 110
2026
Q1 		$1.35M Buy
25,661
+531
+2% +$28.1K 0.05% 100
2025
Q4 		$1.33M Hold
25,130
– – 0.06% 110
2025
Q3 		$1.33M Hold
25,130
– – 0.08% 107
2025
Q2 		$1.33M Hold
25,130
– – 0.09% 106
2025
Q1 		$1.32M Hold
25,130
– – 0.12% 99
2024
Q4 		$1.3M Buy
25,130
+345
+1% +$17.9K 0.12% 98
2024
Q3 		$1.31M Hold
24,785
– – 0.14% 99
2024
Q2 		$1.27M Hold
24,785
– – 0.13% 93
2024
Q1 		$1.27M Buy
24,785
+24,130
+3,684% +$1.23M 0.23% 78
2023
Q4 		$33.6K Hold
655
– – 0.01% 272
2023
Q3 		$32.6K Hold
655
– – 0.01% 264
2023
Q2 		$32.9K Hold
655
– – 0.01% 241
2023
Q1 		$33.1K Sell
655
-250
-28% -$12.6K 0.01% 242
2022
Q4 		$45K Buy
+905
New +$44.8K 0.01% 258

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

Y.D. More Investments's IGSB Position: Q2 2026 in Review

Y.D. More Investments increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.7% in Q2 2026, buying an estimated $35.9K and bringing the position to 26,346 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #110.

Y.D. More Investments first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Y.D. More Investments held 26,346 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.38M as of Q2 2026.
  • Y.D. More Investments bought 685 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $35.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Y.D. More Investments's portfolio in Q2 2026, its #110 holding.
  • Y.D. More Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.