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American Institute for Advanced Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

American Institute for Advanced Investment Management’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 		$1.07M Buy
20,362
+855
+4% +$44.8K 0.62% 48
2026
Q1 		$1.03M Buy
19,507
+929
+5% +$49.1K 0.66% 45
2025
Q4 		$982K Hold
18,578
– – 0.63% 43
2025
Q3 		$985K Buy
18,578
+1,015
+6% +$53.6K 0.65% 42
2025
Q2 		$927K Sell
17,563
-535
-3% -$28K 0.66% 42
2025
Q1 		$948K Buy
18,098
+1,300
+8% +$67.6K 0.72% 41
2024
Q4 		$868K Sell
16,798
-261
-2% -$13.6K 0.65% 49
2024
Q3 		$898K Sell
17,059
-367
-2% -$19.1K 0.64% 50
2024
Q2 		$893K Sell
17,426
-650
-4% -$33.2K 0.68% 47
2024
Q1 		$927K Sell
18,076
-125
-0.7% -$6.4K 0.73% 43
2023
Q4 		$933K Sell
18,201
-535
-3% -$26.9K 0.82% 37
2023
Q3 		$934K Sell
18,736
-1,944
-9% -$97.3K 0.86% 35
2023
Q2 		$1.04M Buy
20,680
+2,000
+11% +$101K 0.91% 34
2023
Q1 		$944K Sell
18,680
-6,897
-27% -$346K 1.01% 26
2022
Q4 		$1.27M Sell
25,577
-7,656
-23% -$379K 1.16% 27
2022
Q3 		$1.64M Hold
33,233
– – 1.53% 19
2022
Q2 		$1.68M Buy
33,233
+1,596
+5% +$81.3K 1.47% 18
2022
Q1 		$1.64M Sell
31,637
-14,493
-31% -$764K 1.19% 23
2021
Q4 		$2.48M Sell
46,130
-45
-0.1% -$2.44K 1.67% 15
2021
Q3 		$2.52M Hold
46,175
– – 1.79% 13
2021
Q2 		$2.53M Sell
46,175
-200
-0.4% -$11K 1.78% 16
2021
Q1 		$2.54M Buy
46,375
+1,030
+2% +$56.6K 1.94% 14
2020
Q4 		$2.5M Sell
45,345
-750
-2% -$41.2K 2.01% 12
2020
Q3 		$2.53M Sell
46,095
-1,779
-4% -$97.7K 2.27% 12
2020
Q2 		$2.62M Sell
47,874
-1,340
-3% -$72.2K 2.47% 11
2020
Q1 		$2.58M Sell
49,214
-1,924
-4% -$102K 2.8% 10
2019
Q4 		$2.74M Buy
+51,138
New +$2.74M 2.65% 8

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

American Institute for Advanced Investment Management's IGSB Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.4% in Q2 2026, buying an estimated $44.8K and bringing the position to 20,362 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #48.

American Institute for Advanced Investment Management first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.74M in Q4 2019. 735 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • American Institute for Advanced Investment Management held 20,362 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.07M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 855 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #48 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.74M in Q4 2019.
  • 735 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.