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

Astoria Strategic Wealth’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 		– Sell
-380,829
Closed -$20M – 38
2026
Q1 		$20M Buy
380,829
+7,671
+2% +$405K 5.08% 6
2025
Q4 		$19.7M Sell
373,158
-13,620
-4% -$721K 4.97% 6
2025
Q3 		$20.5M Sell
386,778
-4,826
-1% -$255K 5.19% 6
2025
Q2 		$20.7M Buy
391,604
+7,582
+2% +$396K 5.58% 6
2025
Q1 		$20.1M Buy
384,022
+4,573
+1% +$238K 5.91% 6
2024
Q4 		$19.6M Buy
379,449
+6,818
+2% +$354K 5.84% 6
2024
Q3 		$19.6M Sell
372,631
-3,272
-0.9% -$170K 5.75% 6
2024
Q2 		$19.3M Buy
375,903
+7,639
+2% +$390K 5.96% 6
2024
Q1 		$18.9M Buy
368,264
+10,123
+3% +$518K 5.98% 6
2023
Q4 		$18.4M Sell
358,141
-5,064
-1% -$254K 6.24% 6
2023
Q3 		$18.1M Sell
363,205
-12,944
-3% -$648K 6.81% 6
2023
Q2 		$18.9M Sell
376,149
-1,485
-0.4% -$74.8K 6.97% 6
2023
Q1 		$19.1M Buy
+377,634
New +$19M 7.37% 5
2020
Q2 		– Sell
-9,225
Closed -$483K – 28
2020
Q1 		$483K Buy
9,225
+132
+1% +$7.03K 0.37% 23
2019
Q4 		$488K Buy
+9,093
New +$488K 0.35% 25

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

Astoria Strategic Wealth's IGSB Position: Q2 2026 in Review

Astoria Strategic Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 380,829 shares — an estimated $20M sold.

Astoria Strategic Wealth first reported a position in IGSB in Q4 2019 and held it in 15 quarters. The position peaked at $20.7M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Astoria Strategic Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Astoria Strategic Wealth sold 380,829 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20M.
  • Astoria Strategic Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
  • Astoria Strategic Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.7M in Q2 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.