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

Amara Financial’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 		$6.18M Buy
117,911
+1,269
+1% +$66.5K 3.7% 8
2026
Q1 		$6.13M Buy
116,642
+10,169
+10% +$538K 4.23% 7
2025
Q4 		$5.63M Buy
106,473
+15,612
+17% +$827K 3.9% 7
2025
Q3 		$4.82M Buy
90,861
+9,730
+12% +$514K 3.55% 8
2025
Q2 		$4.28M Buy
81,131
+11,353
+16% +$593K 3.77% 8
2025
Q1 		$3.65M Sell
69,778
-4,130
-6% -$215K 3.38% 9
2024
Q4 		$3.82M Sell
73,908
-5,375
-7% -$279K 3.53% 9
2024
Q3 		$4.18M Buy
+79,283
New +$4.13M 4% 9

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

Amara Financial's IGSB Position: Q2 2026 in Review

Amara Financial increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $66.5K and bringing the position to 117,911 shares worth $6.18M. The position accounts for 3.7% of the portfolio, ranked #8.

Amara Financial first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Amara Financial held 117,911 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.18M as of Q2 2026.
  • Amara Financial bought 1,269 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $66.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.7% of Amara Financial's portfolio in Q2 2026, its #8 holding.
  • Amara Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 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 Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.