Avantax Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.67M	Sell	88,567 -5,559	-6%	-$290K	0.03%	464
2025 Q1	$4.93M	Buy	94,126 +19,578	+26%	+$1.02M	0.03%	416
2024 Q4	$3.85M	Buy	74,548 +1,124	+2%	+$58.4K	0.02%	482
2024 Q3	$3.87M	Buy	73,424 +2,157	+3%	+$112K	0.03%	469
2024 Q2	$3.65M	Sell	71,267 -10,901	-13%	-$556K	0.03%	467
2024 Q1	$4.21M	Buy	82,168 +32,719	+66%	+$1.67M	0.04%	348
2023 Q4	$2.54M	Sell	49,449 -3,233	-6%	-$162K	0.03%	444
2023 Q3	$2.63M	Sell	52,682 -1,924	-4%	-$96.3K	0.03%	388
2023 Q2	$2.74M	Sell	54,606 -44,148	-45%	-$2.22M	0.03%	374
2023 Q1	$4.99M	Buy	98,754 +9,648	+11%	+$484K	0.06%	246
2022 Q4	$4.44M	Buy	89,106 +27,033	+44%	+$1.34M	0.06%	246
2022 Q3	$3.06M	Buy	62,073 +12,161	+24%	+$614K	0.05%	286
2022 Q2	$2.52M	Sell	49,912 -838	-2%	-$42.7K	0.04%	333
2022 Q1	$2.63M	Buy	50,750 +24,284	+92%	+$1.28M	0.04%	317
2021 Q4	$1.43M	Sell	26,466 -17,083	-39%	-$925K	0.02%	431
2021 Q3	$2.38M	Sell	43,549 -5,177	-11%	-$284K	0.04%	306
2021 Q2	$2.67M	Buy	48,726 +13,516	+38%	+$740K	0.05%	274
2021 Q1	$1.93M	Buy	35,210 +12,012	+52%	+$660K	0.04%	291
2020 Q4	$1.28M	Sell	23,198 -38,953	-63%	-$2.14M	0.03%	352
2020 Q3	$3.41M	Buy	62,151 +48,512	+356%	+$2.66M	0.05%	260
2020 Q2	$747K	Sell	13,639 -1,137	-8%	-$61.3K	0.02%	394
2020 Q1	$773K	Sell	14,776 -14,655	-50%	-$780K	0.02%	347
2019 Q4	$1.58M	Buy	+29,431	New	+$1.58M	0.04%	251

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's IGSB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.9% in Q2 2025, selling an estimated $290K and leaving 88,567 shares worth $4.67M. The position accounts for 0.03% of the portfolio, ranked #464.

Avantax Advisory Services first reported a position in IGSB in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.99M in Q1 2023. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

Avantax Advisory Services held 88,567 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.67M as of Q2 2025.
Avantax Advisory Services sold 5,559 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $290K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #464 holding.
Avantax Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.99M in Q1 2023.
944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.