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Rose Capital Advisors LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Rose Capital Advisors LLC’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 		$1.84M Buy
+35,045
New +$1.84M 0.92% 28

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rose Capital Advisors LLC's IGSB Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 35,045 shares worth $1.84M. The stake represents 0.92% of the portfolio and ranks #28 among its holdings.

686 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Rose Capital Advisors LLC held 35,045 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.84M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.92% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #28 holding.
  • 686 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.