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

Arkadios Wealth 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 		$1.81M Sell
34,524
-1,724
-5% -$90.4K 0.03% 572
2026
Q1 		$1.91M Buy
36,248
+42
+0.1% +$2.22K 0.03% 528
2025
Q4 		$1.91M Sell
36,206
-386
-1% -$20.4K 0.04% 463
2025
Q3 		$1.94M Buy
36,592
+28
+0.1% +$1.48K 0.05% 408
2025
Q2 		$1.93M Buy
36,564
+993
+3% +$51.9K 0.06% 359
2025
Q1 		$1.86M Buy
35,571
+7,675
+28% +$399K 0.07% 301
2024
Q4 		$1.44M Buy
27,896
+8
+0% +$416 0.08% 248
2024
Q3 		$1.47M Buy
27,888
+917
+3% +$47.7K 0.08% 238
2024
Q2 		$1.38M Buy
26,971
+5,748
+27% +$293K 0.09% 222
2024
Q1 		$1.09M Buy
21,223
+1,643
+8% +$84.1K 0.08% 223
2023
Q4 		$1M Buy
19,580
+4,064
+26% +$204K 0.08% 222
2023
Q3 		$773K Buy
15,516
+3,576
+30% +$179K 0.07% 256
2023
Q2 		$599K Buy
11,940
+3,563
+43% +$179K 0.07% 266
2023
Q1 		$423K Buy
+8,377
New +$421K 0.05% 344
2022
Q3 		– Sell
-5,438
Closed -$275K – 554
2022
Q2 		$275K Sell
5,438
-6,280
-54% -$320K 0.04% 415
2022
Q1 		$606K Sell
11,718
-5,670
-33% -$299K 0.08% 269
2021
Q4 		$937K Sell
17,388
-3,161
-15% -$171K 0.12% 197
2021
Q3 		$1.12M Sell
20,549
-22,392
-52% -$1.23M 0.16% 144
2021
Q2 		$2.35M Sell
42,941
-41,625
-49% -$2.28M 0.29% 95
2021
Q1 		$4.62M Sell
84,566
-1,435
-2% -$78.8K 0.76% 28
2020
Q4 		$4.74M Buy
86,001
+83,962
+4,118% +$4.62M 1% 22
2020
Q3 		$112K Buy
2,039
+575
+39% +$31.6K 0.06% 267
2020
Q2 		$80.2K Buy
1,464
+1,407
+2,468% +$75.8K 0.04% 292
2020
Q1 		$2.98K Hold
57
– – ﹤0.01% 870
2019
Q4 		$3.07K Buy
+57
New +$3.06K ﹤0.01% 768

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

Arkadios Wealth Advisors's IGSB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.8% in Q2 2026, selling an estimated $90.4K and leaving 34,524 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #572.

Arkadios Wealth Advisors first reported a position in IGSB in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.74M in Q4 2020. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Arkadios Wealth Advisors held 34,524 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.81M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,724 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $90.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.74M in Q4 2020.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.