1620 Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

1620 Investment Advisors’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 Q2	$3.8M	Buy	72,427 +23,941	+49%	+$1.26M	2.35%	4
2026 Q1	$2.55M	Buy	48,486 +173	+0.4%	+$9.14K	1.72%	9
2025 Q4	$2.55M	Sell	48,313 -21	-0%	-$1.11K	1.7%	10
2025 Q3	$2.56M	Buy	48,334 +818	+2%	+$43.2K	1.74%	8
2025 Q2	$2.51M	Buy	47,516 +2,379	+5%	+$124K	1.78%	8
2025 Q1	$2.36M	Buy	45,137 +4,604	+11%	+$239K	1.81%	7
2024 Q4	$2.1M	Buy	40,533 +606	+2%	+$31.5K	1.59%	10
2024 Q3	$2.1M	Buy	39,927 +1,493	+4%	+$77.7K	1.52%	11
2024 Q2	$1.97M	Buy	38,434 +2,491	+7%	+$127K	1.51%	11
2024 Q1	$1.84M	Buy	35,943 +3,515	+11%	+$180K	1.85%	11
2023 Q4	$1.66M	Buy	32,428 +4,482	+16%	+$225K	1.82%	13
2023 Q3	$1.39M	Buy	27,946 +4,561	+20%	+$228K	1.58%	14
2023 Q2	$1.17M	Buy	23,385 +280	+1%	+$14.1K	1.27%	20
2023 Q1	$1.17M	Buy	23,105 +6,483	+39%	+$325K	1.41%	18
2022 Q4	$828K	Buy	16,622 +5,325	+47%	+$264K	1%	30
2022 Q3	$557K	Buy	11,297 +4,997	+79%	+$252K	0.82%	41
2022 Q2	$318K	Buy	+6,300	New	+$321K	0.44%	81

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return