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Advisor OS’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Advisor OS’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 		$1.2M Sell
22,846
-153
-0.7% -$8.02K 0.08% 175
2026
Q1 		$1.21M Buy
22,999
+36
+0.2% +$1.9K 0.09% 155
2025
Q4 		$1.21M Buy
22,963
+129
+0.6% +$6.83K 0.1% 137
2025
Q3 		$1.21M Sell
22,834
-158
-0.7% -$8.34K 0.1% 130
2025
Q2 		$1.21M Sell
22,992
-1,673
-7% -$87.4K 0.12% 119
2025
Q1 		$1.29M Sell
24,665
-417
-2% -$21.7K 0.15% 98
2024
Q4 		$1.3M Buy
25,082
+2,399
+11% +$125K 0.15% 103
2024
Q3 		$1.19M Hold
22,683
– – 0.12% 135
2024
Q2 		$1.16M Hold
22,683
– – 0.13% 135
2024
Q1 		$1.16M Hold
22,683
– – 0.13% 141
2023
Q4 		$1.16M Hold
22,683
– – 0.15% 125
2023
Q3 		$1.13M Hold
22,683
– – 0.17% 115
2023
Q2 		$1.14M Hold
22,683
– – 0.19% 107
2023
Q1 		$1.15M Hold
22,683
– – 0.28% 93
2022
Q4 		$1.13M Hold
22,683
– – 0.3% 84
2022
Q3 		$1.12M Hold
22,683
– – 0.34% 64
2022
Q2 		$1.15M Hold
22,683
– – 0.33% 66
2022
Q1 		$1.17M Hold
22,683
– – 0.34% 68
2021
Q4 		$1.22M Hold
22,683
– – 0.25% 91
2021
Q3 		$1.24M Hold
22,683
– – 0.27% 85
2021
Q2 		$1.24M Hold
22,683
– – 0.26% 78
2021
Q1 		$1.24M Buy
+22,683
New +$1.25M 0.28% 67
2020
Q4 		– Sell
-203,718
Closed -$16.4M – 147
2020
Q3 		$16.4M Buy
203,718
+155,448
+322% +$8.54M 6.89% 4
2020
Q2 		$2.64M Buy
+48,270
New +$2.6M 1.57% 12

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

Advisor OS's IGSB Position: Q2 2026 in Review

Advisor OS reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.67% in Q2 2026, selling an estimated $8.02K and leaving 22,846 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #175.

Advisor OS first reported a position in IGSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.4M in Q3 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Advisor OS held 22,846 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.2M as of Q2 2026.
  • Advisor OS sold 153 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.02K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Advisor OS's portfolio in Q2 2026, its #175 holding.
  • Advisor OS first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16.4M in Q3 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.