iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886463

SecurityIGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership6,932 shares
Latest Disclosed Value $ 364,346
Patten Group, Inc. reports 1.11% decrease in ownership of IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 6,932 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) valued at $364,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,010 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of -1.11% during the quarter. The current value of the position is $362,544 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,932 -78 -1.11 364 -1.62 0.0633
2026-01-23 2025-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 7,010 -56 -0.79 371 -1.07 0.0686
2025-11-10 2025-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 7,066 -617 -8.03 375 -7.65 0.0729
2025-07-30 2025-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 7,683 382 5.23 405 6.02 0.0856
2025-05-14 2025-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 7,301 1,058 16.95 382 18.63 0.0876
2025-02-06 2024-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,243 172 2.83 323 0.94 0.0714
2024-10-08 2024-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,071 0 0.00 320 2.57 0.0710
2024-07-25 2024-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,071 0 0.00 311 0.00 0.0734
2024-04-17 2024-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,071 -625 -9.33 311 -9.33 0.0766
2024-01-10 2023-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 6,696 6,696 343 0.0932
2019-05-14 2019-03-31 13F Ishares Tr Sh Tr Crport Etf EF 464288646 0 -200 -100.00 0 -100.00
2019-02-12 2018-12-31 13F Ishares Tr Sh Tr Crport Etf EF 464288646 200 0 0.00 10 0.00 0.0047
2018-11-14 2018-09-30 13F Ishares Tr Sh Tr Crport Etf EF 464288646 200 100 100.00 10 0.00 0.0038
2018-08-13 2018-06-30 13F iShares 1-3 Year Credit Bond EF 464288646 100 -1,855 -94.88 10 -95.07 0.0040
2018-05-11 2018-03-31 13F iShares 1-3 Year Credit Bond EF 464288646 1,955 0 0.00 203 -0.49 0.0833
2018-02-02 2017-12-31 13F iShares 1-3 Year Credit Bond EF 464288646 1,955 0 0.00 204 -0.97 0.0808
2017-12-12 2017-09-30 13F/A-1 iShares 1-3 Year Credit Bond EF 464288646 1,955 0 0.00 206 0.00 0.0833
2017-11-14 2017-09-30 13F iShares 1-3 Year Credit Bond EF 464288646 137 -1,818 206 83,335.6932
2017-08-14 2017-06-30 13F iShares 1-3 Year Credit Bond EF 464288646 1,955 0 0.00 206 0.49 0.0835
2017-05-30 2017-03-31 13F iShares 1-3 Year Credit Bond EF 464288646 1,955 0 0.00 205 0.00 0.0890
2017-02-10 2016-12-31 13F iShares 1 3 Year Credit Bond EF 464288646 1,955 -450 -18.71 205 -18.97 0.0920
2016-11-14 2016-09-30 13F iShares 1-3 Year Credit Bond ETF EF 464288646 2,405 -745 -23.65 254 -24.25 0.1192
2016-08-15 2016-06-30 13F iShares 1-3 Year Credit Bond ETF EF 464288646 3,150 -150 -4.55 334 -3.75 0.1564
2016-05-13 2016-03-31 13F iShares 1-3 Year Credit Bond EF 464288646 3,300 -50 -1.49 348 -0.86 0.1651
2016-02-17 2015-12-31 13F iShares 1-3 Year Credit Bond EF 464288646 3,350 -530 -13.66 350 -14.00 0.1685
2015-11-16 2015-09-30 13F iShares 1-3 Year Credit Bond EF 464288646 3,880 -95 -2.39 408 -2.63 0.2100
2015-08-24 2015-06-30 13F iShares 1-3 Year Credit Bond EF 464288646 3,975 0 0.00 419 -0.24 0.1989
2015-05-06 2015-03-31 13F ISHARES 1-3 YR CR BD ETF 464288646 3,975 -425 -9.66 419 -9.50 0.2146
2015-02-18 2014-12-31 13F ISHARES 1-3 YR CR BD ETF 464288646 4,400 4,400 463 0.2248
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.