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

AA Financial 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 		$209K Sell
3,990
-2
-0.1% -$105 0.03% 225
2026
Q1 		$210K Sell
3,992
-82
-2% -$4.33K 0.03% 213
2025
Q4 		$215K Buy
4,074
+61
+2% +$3.23K 0.04% 204
2025
Q3 		$213K Buy
+4,013
New +$212K 0.04% 183

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AA Financial Advisors's IGSB Position: Q2 2026 in Review

AA Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.05% in Q2 2026, selling an estimated $105 and leaving 3,990 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #225.

AA Financial Advisors first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • AA Financial Advisors held 3,990 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $209K as of Q2 2026.
  • AA Financial Advisors sold 2 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #225 holding.
  • AA Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • AA Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $215K in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.