Bar Harbor Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bar Harbor Wealth Management’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	$23.3M	Buy	444,432 +16,880	+4%	+$885K	1.25%	21
2026 Q1	$22.5M	Buy	427,552 +17,841	+4%	+$943K	1.31%	19
2025 Q4	$21.7M	Buy	409,711 +21,351	+5%	+$1.13M	1.25%	21
2025 Q3	$20.6M	Buy	388,360 +15,779	+4%	+$833K	1.24%	22
2025 Q2	$19.7M	Sell	372,581 -4,231	-1%	-$221K	1.26%	19
2025 Q1	$19.7M	Buy	376,812 +334	+0.1%	+$17.4K	1.31%	20
2024 Q4	$19.5M	Sell	376,478 -13,982	-4%	-$727K	1.27%	20
2024 Q3	$20.6M	Buy	390,460 +3,665	+0.9%	+$191K	1.31%	15
2024 Q2	$19.8M	Buy	386,795 +1,843	+0.5%	+$94K	1.31%	15
2024 Q1	$19.7M	Sell	384,952 -448	-0.1%	-$22.9K	1.32%	16
2023 Q4	$19.8M	Sell	385,400 -7,121	-2%	-$358K	1.47%	14
2023 Q3	$19.6M	Sell	392,521 -37,821	-9%	-$1.89M	1.56%	14
2023 Q2	$21.6M	Sell	430,342 -70,943	-14%	-$3.57M	1.66%	12
2023 Q1	$25.3M	Sell	501,285 -21,515	-4%	-$1.08M	2.02%	8
2022 Q4	$26M	Sell	522,800 -14,402	-3%	-$713K	2.08%	8
2022 Q3	$26.5M	Sell	537,202 -15,616	-3%	-$788K	2.28%	6
2022 Q2	$27.9M	Buy	552,818 +130,681	+31%	+$6.65M	2.24%	6
2022 Q1	$21.8M	Buy	422,137 +279,437	+196%	+$14.7M	1.96%	11
2021 Q4	$7.69M	Buy	142,700 +57,130	+67%	+$3.09M	0.65%	44
2021 Q3	$4.68M	Buy	85,570 +53,354	+166%	+$2.92M	0.44%	57
2021 Q2	$1.77M	Buy	32,216 +4,562	+16%	+$250K	0.16%	104
2021 Q1	$1.51M	Buy	+27,654	New	+$1.52M	0.15%	110

Other funds holding IGSB

MMI

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

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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFAA

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

JSA

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

NAG

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

FCBT

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

Bar Harbor Wealth Management's IGSB Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.9% in Q2 2026, buying an estimated $885K and bringing the position to 444,432 shares worth $23.3M. The position accounts for 1.25% of the portfolio, ranked #21.

Bar Harbor Wealth Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $27.9M in Q2 2022. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Bar Harbor Wealth Management held 444,432 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $23.3M as of Q2 2026.
Bar Harbor Wealth Management bought 16,880 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $885K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.25% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #21 holding.
Bar Harbor Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Bar Harbor Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.9M in Q2 2022.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.