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

ABLE Financial 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 Q3	$16.9M	Buy	329,635 +41,663	+14%	+$2.16M	2.64%	8
2026 Q2	$15.1M	Buy	287,972 +19,465	+7%	+$1.02M	2.53%	8
2026 Q1	$14.1M	Buy	268,507 +33,227	+14%	+$1.76M	2.76%	6
2025 Q4	$12.4M	Buy	235,280 +13,003	+6%	+$688K	2.53%	9
2025 Q3	$11.8M	Buy	222,277 +31,406	+16%	+$1.66M	2.55%	9
2025 Q2	$10.1M	Buy	190,871 +10,691	+6%	+$559K	2.43%	8
2025 Q1	$9.44M	Buy	180,180 +9,742	+6%	+$506K	2.65%	9
2024 Q4	$8.81M	Sell	170,438 -1,644	-1%	-$85.5K	2.6%	9
2024 Q3	$9.06M	Buy	172,082 +42,485	+33%	+$2.21M	2.8%	11
2024 Q2	$6.64M	Buy	129,597 +4,548	+4%	+$232K	2.4%	13
2024 Q1	$6.41M	Buy	125,049 +9,762	+8%	+$499K	2.52%	12
2023 Q4	$5.91M	Buy	115,287 +7,325	+7%	+$368K	2.55%	12
2023 Q3	$5.38M	Buy	107,962 +12,624	+13%	+$632K	2.69%	12
2023 Q2	$4.78M	Buy	95,338 +35,792	+60%	+$1.8M	2.47%	13
2023 Q1	$3.01M	Buy	+59,546	New	+$2.99M	1.96%	13

Other funds holding IGSB

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AFS

Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return

ABLE Financial Group's IGSB Position: Q3 2026 in Review

ABLE Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q3 2026, buying an estimated $2.16M and bringing the position to 329,635 shares worth $16.9M. The position accounts for 2.64% of the portfolio, ranked #8.

ABLE Financial Group first reported a position in IGSB in Q1 2023 and has held it in 15 quarters since. 208 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

ABLE Financial Group held 329,635 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $16.9M as of Q3 2026.
ABLE Financial Group bought 41,663 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.16M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.64% of ABLE Financial Group's portfolio in Q3 2026, its #8 holding.
ABLE Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
208 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.