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
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership6,299 shares
Latest Disclosed Value $ 331,085
Sunbelt Securities, Inc. reports 8.12% decrease in ownership of IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 6,299 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) valued at $331,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 6,856 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of -8.12% during the quarter. The current value of the position is $329,438 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)
2026-05-16 2026-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,299 -557 -8.12 331 -8.56 0.0209
2026-02-20 2025-12-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,856 34 0.50 363 0.28 0.0242
2025-11-19 2025-09-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,822 -638 -8.55 362 -6.23 0.0250
2025-08-14 2025-06-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 7,460 49 0.66 386 -0.77 0.0340
2025-04-24 2025-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 7,411 -49 -0.66 388 0.78 0.0347
2025-02-18 2024-12-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 7,460 947 14.54 386 12.57 0.0340
2024-11-18 2024-09-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,513 128 2.00 343 4.59 0.0336
2024-08-16 2024-06-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,385 1,498 30.65 327 30.80 0.0335
2024-04-15 2024-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 4,887 -2,024 -29.29 251 -29.38 0.0280
2024-02-15 2023-12-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,911 -2,083 -23.16 354 -20.98 0.0446
2023-12-11 2023-09-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 8,994 995 12.44 448 11.72 0.0620
2023-08-16 2023-06-30 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 7,999 1,735 27.70 401 27.30 0.0577
2023-05-17 2023-03-31 13F ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288646 6,264 6,264 315 0.0507
2022-11-21 2022-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 0 -4,008 -100.00 0 -100.00
2022-10-03 2022-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 4,008 -1,605 -28.59 203 -30.00 0.0429
2022-05-16 2022-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 5,613 -2,186 -28.03 290 -29.78 0.0531
2022-02-14 2021-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 7,799 -24,308 -75.71 413 -76.51 0.0671
2021-11-15 2021-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 32,107 0 0.00 1,758 0.00 0.3160
2021-07-29 2021-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 32,107 -1,053 -3.18 1,758 -3.03 0.3164
2021-05-27 2021-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,160 2,063 6.63 1,813 5.65 0.3571
2021-02-09 2020-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 31,097 564 1.85 1,716 2.33 0.3546
2020-11-17 2020-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 30,533 15,818 107.50 1,677 108.32 0.4663
2020-08-14 2020-06-30 13F ISHARES TR SH TR CRPORT ETF 464288646 14,715 12,724 639.08 805 2,996.15 0.2766
2020-02-14 2019-12-31 13F ISHARES TR SH TR CRPORT ETF 464288646 1,991 1,991 27 0.0105
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.