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 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 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 $374B AUM 17.66% 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

Y.D. More Investments's IGSB Position: Q1 2026 in Review

Y.D. More Investments increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.1% in Q1 2026, buying an estimated $28.1K and bringing the position to 25,661 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #100.

Y.D. More Investments first reported a position in IGSB in Q4 2022 and has held it in 14 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Y.D. More Investments held 25,661 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.35M as of Q1 2026.
Y.D. More Investments bought 531 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $28.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Y.D. More Investments's portfolio in Q1 2026, its #100 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 14 quarters since.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.