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Alpha Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Alpha Financial Partners’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 		$633K Buy
12,048
+90
+0.8% +$4.76K 0.37% 39
2025
Q4 		$632K Sell
11,958
-15,245
-56% -$807K 0.39% 41
2025
Q3 		$1.44M Buy
27,203
+5,518
+25% +$291K 0.94% 22
2025
Q2 		$1.14M Buy
+21,685
New +$1.13M 0.82% 23

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

Alpha Financial Partners's IGSB Position: Q1 2026 in Review

Alpha Financial Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.75% in Q1 2026, buying an estimated $4.76K and bringing the position to 12,048 shares worth $633K. The position accounts for 0.37% of the portfolio, ranked #39.

Alpha Financial Partners first reported a position in IGSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Alpha Financial Partners held 12,048 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $633K as of Q1 2026.
  • Alpha Financial Partners bought 90 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.76K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.37% of Alpha Financial Partners's portfolio in Q1 2026, its #39 holding.
  • Alpha Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Alpha Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.44M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.