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Atwood & Palmer’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Atwood & Palmer’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 		$19M Buy
362,875
+5,648
+2% +$296K 1.01% 42
2026
Q1 		$18.8M Buy
357,227
+8,307
+2% +$439K 1.06% 43
2025
Q4 		$18.5M Buy
348,920
+8,267
+2% +$438K 1.05% 42
2025
Q3 		$18.1M Buy
340,653
+870
+0.3% +$45.9K 1.06% 42
2025
Q2 		$17.9M Sell
339,783
-185,704
-35% -$9.7M 1.12% 41
2025
Q1 		$27.5M Buy
525,487
+12,649
+2% +$658K 1.91% 19
2024
Q4 		$26.5M Buy
512,838
+15,556
+3% +$809K 1.82% 21
2024
Q3 		$26.2M Buy
497,282
+11,127
+2% +$579K 1.78% 24
2024
Q2 		$24.9M Buy
486,155
+6,565
+1% +$335K 1.89% 22
2024
Q1 		$24.6M Buy
479,590
+29,505
+7% +$1.51M 1.87% 22
2023
Q4 		$23.1M Buy
450,085
+8,825
+2% +$443K 1.86% 23
2023
Q3 		$22M Buy
441,260
+236,515
+116% +$11.8M 1.93% 21
2023
Q2 		$10.3M Buy
204,745
+4,770
+2% +$240K 0.92% 43
2023
Q1 		$10.1M Buy
199,975
+1,250
+0.6% +$62.8K 0.95% 43
2022
Q4 		$9.9M Buy
198,725
+22,450
+13% +$1.11M 0.89% 45
2022
Q3 		$8.69M Buy
176,275
+175,375
+19,486% +$8.85M 0.86% 46
2022
Q2 		$45K Sell
900
-850
-49% -$43.3K ﹤0.01% 217
2022
Q1 		$91K Sell
1,750
-1,000
-36% -$52.7K 0.01% 185
2021
Q4 		$148K Hold
2,750
– – 0.01% 159
2021
Q3 		$150K Hold
2,750
– – 0.01% 158
2021
Q2 		$151K Sell
2,750
-200
-7% -$11K 0.01% 161
2021
Q1 		$161K Sell
2,950
-842
-22% -$46.2K 0.02% 151
2020
Q4 		$209K Sell
3,792
-6,695
-64% -$368K 0.02% 134
2020
Q3 		$576K Sell
10,487
-150
-1% -$8.24K 0.07% 83
2020
Q2 		$582K Sell
10,637
-150
-1% -$8.08K 0.08% 79
2020
Q1 		$565K Sell
10,787
-100
-0.9% -$5.32K 0.09% 80
2019
Q4 		$584K Sell
10,887
-13,000
-54% -$697K 0.08% 80
2019
Q3 		$1.28M Sell
23,887
-8,936
-27% -$478K 0.17% 60
2019
Q2 		$1.75M Sell
32,823
-150
-0.5% -$7.93K 0.24% 58
2019
Q1 		$1.74M Sell
32,973
-300
-0.9% -$15.7K 0.25% 54
2018
Q4 		$1.72M Buy
33,273
+49
+0.1% +$2.53K 0.27% 54
2018
Q3 		$1.72M Sell
33,224
-716
-2% -$37.1K 0.22% 53
2018
Q2 		$1.76M Sell
33,940
-740
-2% -$38.4K 0.24% 53
2018
Q1 		$1.8M Sell
34,680
-880
-2% -$45.8K 0.26% 53
2017
Q4 		$1.86M Hold
35,560
– – 0.26% 53
2017
Q3 		$1.87M Hold
35,560
– – 0.27% 53
2017
Q2 		$1.87M Sell
35,560
-1,260
-3% -$66.3K 0.29% 50
2017
Q1 		$1.94M Sell
36,820
-52,046
-59% -$2.73M 0.31% 46
2016
Q4 		$4.66M Buy
88,866
+7,050
+9% +$371K 0.84% 32
2016
Q3 		$4.33M Sell
81,816
-300
-0.4% -$15.9K 0.79% 34
2016
Q2 		$4.36M Sell
82,116
-3,516
-4% -$186K 0.79% 37
2016
Q1 		$4.51M Sell
85,632
-25,298
-23% -$1.33M 0.8% 37
2015
Q4 		$5.8M Sell
110,930
-100
-0.1% -$5.25K 1.1% 34
2015
Q3 		$5.84M Sell
111,030
-2,250
-2% -$118K 1.14% 33
2015
Q2 		$5.97M Buy
113,280
+894
+0.8% +$47.1K 1.07% 32
2015
Q1 		$5.93M Sell
112,386
-450
-0.4% -$23.7K 1.06% 33
2014
Q4 		$5.93M Sell
112,836
-7,180
-6% -$378K 1.11% 32
2014
Q3 		$6.32M Buy
120,016
+37,752
+46% +$1.99M 1.19% 26
2014
Q2 		$4.35M Buy
+82,264
New +$4.34M 1.16% 28

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Atwood & Palmer's IGSB Position: Q2 2026 in Review

Atwood & Palmer increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q2 2026, buying an estimated $296K and bringing the position to 362,875 shares worth $19M. The position accounts for 1.01% of the portfolio, ranked #42.

Atwood & Palmer first reported a position in IGSB in Q2 2014 and has held it in 49 quarters since. The position peaked at $27.5M in Q1 2025. 334 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Atwood & Palmer held 362,875 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $19M as of Q2 2026.
  • Atwood & Palmer bought 5,648 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $296K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.01% of Atwood & Palmer's portfolio in Q2 2026, its #42 holding.
  • Atwood & Palmer first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 49 quarters since.
  • Atwood & Palmer's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.5M in Q1 2025.
  • 334 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.