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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
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

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

ABLE Financial Group's IGSB Position: Q1 2026 in Review

ABLE Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q1 2026, buying an estimated $1.76M and bringing the position to 268,507 shares worth $14.1M. The position accounts for 2.76% of the portfolio, ranked #6.

ABLE Financial Group first reported a position in IGSB in Q1 2023 and has held it in 13 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • ABLE Financial Group held 268,507 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.1M as of Q1 2026.
  • ABLE Financial Group bought 33,227 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.76M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.76% of ABLE Financial Group's portfolio in Q1 2026, its #6 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 13 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.