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

Acorn Wealth 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 		$464K Sell
8,860
-1,828
-17% -$95.8K 0.11% 168
2026
Q1 		$562K Sell
10,688
-2,274
-18% -$120K 0.16% 123
2025
Q4 		$685K Sell
12,962
-375
-3% -$19.9K 0.2% 108
2025
Q3 		$707K Buy
13,337
+682
+5% +$36K 0.22% 102
2025
Q2 		$668K Sell
12,655
-1,585
-11% -$82.8K 0.25% 88
2025
Q1 		$746K Sell
14,240
-72
-0.5% -$3.74K 0.31% 75
2024
Q4 		$740K Sell
14,312
-102
-0.7% -$5.3K 0.31% 74
2024
Q3 		$759K Buy
14,414
+685
+5% +$35.6K 0.33% 67
2024
Q2 		$703K Buy
13,729
+17
+0.1% +$867 0.35% 65
2024
Q1 		$703K Buy
13,712
+192
+1% +$9.82K 0.37% 66
2023
Q4 		$693K Buy
13,520
+377
+3% +$18.9K 0.41% 57
2023
Q3 		$655K Buy
13,143
+3,231
+33% +$162K 0.44% 52
2023
Q2 		$497K Buy
9,912
+1,908
+24% +$96.1K 0.34% 74
2023
Q1 		$405K Buy
8,004
+3,727
+87% +$187K 0.3% 84
2022
Q4 		$213K Buy
+4,277
New +$212K 0.16% 146
2018
Q3 		– Sell
-1,160
Closed -$60K – 273
2018
Q2 		$60K Buy
1,160
+2
+0.2% +$104 0.05% 245
2018
Q1 		$60K Buy
1,158
+2
+0.2% +$104 0.05% 233
2017
Q4 		$60K Buy
+1,156
New +$60.6K 0.05% 234

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

Acorn Wealth Advisors's IGSB Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q2 2026, selling an estimated $95.8K and leaving 8,860 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #168.

Acorn Wealth Advisors first reported a position in IGSB in Q4 2017 and has held it in 18 quarters since. The position peaked at $759K in Q3 2024. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Acorn Wealth Advisors held 8,860 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $464K as of Q2 2026.
  • Acorn Wealth Advisors sold 1,828 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $95.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Acorn Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Acorn Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Acorn Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $759K in Q3 2024.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.