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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

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

Avant Financial Advisors's IGSB Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.8% in Q2 2026, buying an estimated $31.3K and bringing the position to 12,959 shares worth $679K. The position accounts for 0.42% of the portfolio, ranked #41.

Avant Financial Advisors first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Avant Financial Advisors held 12,959 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $679K as of Q2 2026.
  • Avant Financial Advisors bought 598 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.42% of Avant Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Avant Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.