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Abacus Planning Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Abacus Planning Group’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
Q1 		– Sell
-10,078
Closed -$533K – 278
2025
Q4 		$533K Buy
10,078
+4,718
+88% +$250K 0.07% 128
2025
Q3 		$284K Buy
+5,360
New +$283K 0.04% 200

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abacus Planning Group's IGSB Position: Q1 2026 in Review

Abacus Planning Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 10,078 shares — an estimated $533K sold.

Abacus Planning Group first reported a position in IGSB in Q3 2025 and held it in 2 quarters. The position peaked at $533K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Abacus Planning Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Abacus Planning Group sold 10,078 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $533K.
  • Abacus Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Abacus Planning Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $533K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.