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 Q3	–	Sell	-12,187	Closed	-$639K	–	123
2026 Q2	$639K	Buy	12,187 +139	+1%	+$7.29K	0.34%	48
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Alpha Financial Partners's IGSB Position: Q3 2026 in Review

Alpha Financial Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026, closing a stake of 12,187 shares — an estimated $639K sold.

Alpha Financial Partners first reported a position in IGSB in Q2 2025 and held it in 5 quarters. The position peaked at $1.44M in Q3 2025. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Alpha Financial Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Alpha Financial Partners sold 12,187 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $639K.
Alpha Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 5 quarters.
Alpha Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.44M in Q3 2025.
736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.