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
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership47,696 shares
Latest Disclosed Value $ 2,506,889
Sowell Financial Services LLC reports 8.28% increase in ownership of IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 47,696 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) valued at $2,506,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 44,048 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 8.28% during the quarter. The current value of the position is $2,494,501 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 47,696 3,648 8.28 2,507 7.60 0.0927
2026-01-21 2025-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 44,048 5,694 14.85 2,329 14.56 0.0856
2025-10-17 2025-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 38,354 215 0.56 2,034 1.04 0.0780
2025-07-14 2025-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 38,139 -614 -1.58 2,012 -0.84 0.0820
2025-04-17 2025-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 38,753 -328 -0.84 2,030 0.45 0.0924
2025-02-07 2024-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 39,081 39,081 2,021 0.1063
2023-08-14 2023-06-30 13F ISHARES TR ETF 464288646 0 -5,834 -100.00 0 0.0000
2023-05-12 2023-03-31 13F ISHARES TR ETF 464288646 5,834 5,834 0 0.0228
2022-05-13 2022-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 0 -32,505 -100.00 0 -100.00
2022-02-09 2021-12-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 32,505 -1,498 -4.41 1,751 -5.76 0.1004
2021-11-04 2021-09-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 34,003 -10,125 -22.94 1,858 -23.19 0.1255
2021-08-05 2021-06-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 44,128 -27,911 -38.74 2,419 -38.73 0.1603
2021-05-07 2021-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 72,039 1,847 2.63 3,948 1.94 0.1374
2021-01-13 2020-12-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 70,192 -5,373 -7.11 3,873 -6.65 0.1655
2020-11-12 2020-09-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 75,565 -10,515 -12.22 4,149 -11.89 0.2072
2020-08-13 2020-06-30 13F ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 86,080 39,221 83.70 4,709 91.89 0.2588
2020-05-12 2020-03-31 13F ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 46,859 10,605 29.25 2,454 26.23 0.1816
2020-02-07 2019-12-31 13F ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 36,254 -22,554 -38.35 1,944 -38.40 0.1481
2019-11-14 2019-09-30 13F ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 58,808 58,808 3,156 0.2608
2017-11-07 2017-09-30 13F ISHARES TR 1-3 YR CR BD ETF 464288646 0 -1,993 -100.00 0 -100.00
2017-08-14 2017-06-30 13F ISHARES TR 1-3 YR CR BD ETF 464288646 1,993 1,993 210 0.0596
2017-05-31 2017-03-31 13F iShares Lehman 1-3 Year Credit Bond 1-3 YR CR BD ETF 464288646 0 -372 -100.00 0 -100.00
2017-02-27 2016-12-31 13F iShares Lehman 1-3 Year Credit Bond 1-3 YR CR BD ETF 464288646 372 372 39 0.0131
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.