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

Avant Financial 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	$679K	Buy	12,959 +598	+5%	+$31.3K	0.42%	41
2026 Q1	$650K	Hold	12,361	–	–	0.46%	39
2025 Q4	$654K	Buy	12,361 +23	+0.2%	+$1.22K	0.47%	41
2025 Q3	$654K	Buy	12,338 +89	+0.7%	+$4.7K	0.49%	40
2025 Q2	$646K	Buy	12,249 +54	+0.4%	+$2.82K	0.53%	37
2025 Q1	$639K	Hold	12,195	–	–	0.58%	35
2024 Q4	$630K	Buy	+12,195	New	+$634K	0.58%	35

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

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

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

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return