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

Apella Capital’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	$4.57M	Sell	87,657 -879	-1%	-$46.1K	0.06%	172
2026 Q1	$4.67M	Buy	88,536 +21,249	+32%	+$1.12M	0.07%	165
2025 Q4	$3.56M	Sell	67,287 -1,946	-3%	-$103K	0.07%	156
2025 Q3	$3.68M	Buy	69,233 +228	+0.3%	+$12K	0.08%	139
2025 Q2	$3.62M	Sell	69,005 -3,190	-4%	-$167K	0.1%	126
2025 Q1	$3.76M	Sell	72,195 -22	-0%	-$1.14K	0.13%	103
2024 Q4	$3.73M	Buy	72,217 +4,890	+7%	+$254K	0.14%	88
2024 Q3	$3.54M	Buy	67,327 +626	+0.9%	+$32.6K	0.15%	82
2024 Q2	$3.42M	Buy	66,701 +22,552	+51%	+$1.15M	0.15%	81
2024 Q1	$2.25M	Sell	44,149 -3,013	-6%	-$154K	0.11%	89
2023 Q4	$2.41M	Sell	47,162 -3,027	-6%	-$152K	0.13%	87
2023 Q3	$2.5M	Sell	50,189 -3,384	-6%	-$169K	0.18%	72
2023 Q2	$2.69M	Buy	+53,573	New	+$2.7M	0.19%	70
2022 Q2	–	Sell	-12,613	Closed	-$652K	–	226
2022 Q1	$652K	Buy	12,613 +194	+2%	+$10.2K	0.09%	109
2021 Q4	$669K	Buy	12,419 +84	+0.7%	+$4.55K	0.09%	109
2021 Q3	$674K	Buy	12,335 +45	+0.4%	+$2.46K	0.1%	115
2021 Q2	$674K	Buy	12,290 +75	+0.6%	+$4.11K	0.11%	117
2021 Q1	$668K	Buy	12,215 +40	+0.3%	+$2.2K	0.21%	74
2020 Q4	$672K	Buy	12,175 +90	+0.7%	+$4.95K	0.24%	71
2020 Q3	$664K	Sell	12,085 -1,691	-12%	-$92.9K	0.27%	70
2020 Q2	$754K	Buy	13,776 +22	+0.2%	+$1.19K	0.35%	64
2020 Q1	$720K	Buy	+13,754	New	+$732K	0.42%	56

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Apella Capital's IGSB Position: Q2 2026 in Review

Apella Capital reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.99% in Q2 2026, selling an estimated $46.1K and leaving 87,657 shares worth $4.57M. The position accounts for 0.06% of the portfolio, ranked #172.

Apella Capital first reported a position in IGSB in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.67M in Q1 2026. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Apella Capital held 87,657 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.57M as of Q2 2026.
Apella Capital sold 879 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Apella Capital's portfolio in Q2 2026, its #172 holding.
Apella Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
Apella Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.67M in Q1 2026.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.