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Action Point Financial Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Action Point Financial Planning’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 		$3.91M Buy
74,549
+47,597
+177% +$2.5M 0.4% 58
2026
Q1 		$1.42M Buy
+26,952
New +$1.42M 1.26% 19

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

Action Point Financial Planning's IGSB Position: Q2 2026 in Review

Action Point Financial Planning increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 177% in Q2 2026, buying an estimated $2.5M and bringing the position to 74,549 shares worth $3.91M. The position accounts for 0.4% of the portfolio, ranked #58.

Action Point Financial Planning first reported a position in IGSB in Q1 2026 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Action Point Financial Planning held 74,549 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.91M as of Q2 2026.
  • Action Point Financial Planning bought 47,597 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.5M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.4% of Action Point Financial Planning's portfolio in Q2 2026, its #58 holding.
  • Action Point Financial Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.