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
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership546 shares
Latest Disclosed Value $ 28,706
UMA Financial Services, Inc. reports 206.74% increase in ownership of IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 546 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) valued at $28,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 178 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 206.74% during the quarter. The current value of the position is $28,556 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 546 368 206.74 29 211.11 0.0040
2026-01-29 2025-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 178 -34 -16.04 9 -18.18 0.0013
2025-11-04 2025-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 212 -33,402 -99.37 11 -99.38 0.0016
2025-07-14 2025-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,614 -2,181 -6.09 1,773 -5.39 0.2785
2025-07-11 2025-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,614 1,773
2025-04-28 2025-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 35,795 -6,000 -14.36 1,875 -13.24 0.3227
2025-02-12 2024-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 41,795 2,102 5.30 2,161 4.15 0.3651
2024-10-16 2024-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 39,693 673 1.72 2,075 2.98 0.3744
2024-07-17 2024-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 39,020 1,568 4.19 2,014 6.22 0.3712
2024-04-17 2024-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 37,452 2,075 5.87 1,897 4.64 0.3988
2024-01-23 2023-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 35,377 612 1.76 1,812 4.62 0.4045
2023-10-10 2023-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 34,765 1,420 4.26 1,732 4.02 0.4456
2023-07-05 2023-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,345 132 0.40 1,666 -0.42 0.4134
2023-04-20 2023-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,213 -400 -1.19 1,673 -1.59 0.4389
2023-01-25 2022-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,613 -1,822 -5.14 1,700 -2.97 0.4587
2022-10-06 2022-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 35,435 3,338 10.40 1,751 6.70 0.5382
2022-08-02 2022-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 32,097 -1,029 -3.11 1,641 -2.96 0.4753
2022-05-05 2022-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 33,126 10,506 46.45 1,691 39.41 0.4490
2022-01-11 2021-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 22,620 -650 -2.79 1,213 -4.19 0.3181
2021-10-19 2021-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 23,270 1,132 5.11 1,266 4.20 0.3481
2021-07-23 2021-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 22,138 1,474 7.13 1,215 7.71 0.3480
2021-04-06 2021-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 20,664 98 0.48 1,128 -0.35 0.3670
2021-02-19 2020-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 20,566 -48,292 -70.13 1,132 -70.01 0.3853
2020-11-04 2020-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 68,858 6,720 10.81 3,774 10.38 1.5149
2020-08-11 2020-06-30 13F ISHARES TR SH TR CRPORT ETF 464288646 62,138 11,991 23.91 3,419 27.57 1.3781
2020-04-23 2020-03-31 13F ISHARES TR SH TR CRPORT ETF 464288646 50,147 44,963 867.34 2,680 860.57 1.3391
2020-01-14 2019-12-31 13F ISHARES TR SH TR CRPORT ETF 464288646 5,184 941 22.18 279 22.37 0.1241
2019-11-26 2019-09-30 13F ISHARES TR SH TR CRPORT ETF 464288646 4,243 4,243 228 0.1114
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.