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

American Financial Advisors’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 		$435K Sell
8,299
-791
-9% -$41.5K 0.05% 103
2026
Q1 		$478K Sell
9,090
-801
-8% -$42.3K 0.06% 91
2025
Q4 		$523K Sell
9,891
-552
-5% -$29.2K 0.07% 88
2025
Q3 		$554K Sell
10,443
-2,156
-17% -$114K 0.07% 89
2025
Q2 		$665K Buy
12,599
+127
+1% +$6.63K 0.09% 76
2025
Q1 		$653K Sell
12,472
-193
-2% -$10K 0.09% 69
2024
Q4 		$655K Sell
12,665
-95
-0.7% -$4.94K 0.09% 67
2024
Q3 		$672K Sell
12,760
-516
-4% -$26.9K 0.09% 68
2024
Q2 		$680K Buy
13,276
+114
+0.9% +$5.82K 0.1% 70
2024
Q1 		$675K Buy
13,162
+70
+0.5% +$3.58K 0.1% 74
2023
Q4 		$671K Sell
13,092
-602
-4% -$30.2K 0.1% 70
2023
Q3 		$682K Buy
13,694
+1,066
+8% +$53.3K 0.11% 69
2023
Q2 		$634K Buy
12,628
+208
+2% +$10.5K 0.1% 73
2023
Q1 		$628K Sell
12,420
-779
-6% -$39.1K 0.1% 73
2022
Q4 		$658K Buy
13,199
+68
+0.5% +$3.37K 0.11% 66
2022
Q3 		$647K Sell
13,131
-126
-1% -$6.36K 0.11% 66
2022
Q2 		$670K Buy
13,257
+1,408
+12% +$71.7K 0.18% 40
2022
Q1 		$613K Sell
11,849
-385
-3% -$20.3K 0.09% 75
2021
Q4 		$659K Sell
12,234
-1,371
-10% -$74.2K 0.08% 75
2021
Q3 		$743K Sell
13,605
-2,826
-17% -$155K 0.1% 69
2021
Q2 		$901K Sell
16,431
-12,254
-43% -$671K 0.12% 63
2021
Q1 		$1.57M Sell
28,685
-1,685
-6% -$92.5K 0.23% 47
2020
Q4 		$1.68M Sell
30,370
-1,264
-4% -$69.5K 0.24% 45
2020
Q3 		$1.74M Buy
31,634
+2,385
+8% +$131K 0.28% 44
2020
Q2 		$1.6M Buy
29,249
+443
+2% +$23.9K 0.26% 46
2020
Q1 		$1.54M Sell
28,806
-101,708
-78% -$5.41M 0.28% 46
2019
Q4 		$7M Buy
130,514
+66,445
+104% +$3.56M 1.23% 30
2019
Q3 		$3.44M Buy
64,069
+1,967
+3% +$105K 0.65% 30
2019
Q2 		$3.32M Buy
62,102
+818
+1% +$43.2K 0.65% 30
2019
Q1 		$3.24M Sell
61,284
-554,235
-90% -$28.9M 0.66% 31
2018
Q4 		$31.8M Buy
+615,519
New +$31.7M 6.97% 2

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

American Financial Advisors's IGSB Position: Q2 2026 in Review

American Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.7% in Q2 2026, selling an estimated $41.5K and leaving 8,299 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #103.

American Financial Advisors first reported a position in IGSB in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.8M in Q4 2018. 232 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • American Financial Advisors held 8,299 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $435K as of Q2 2026.
  • American Financial Advisors sold 791 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $41.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • American Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $31.8M in Q4 2018.
  • 232 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.