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

Beacon Investment 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
2026 Q2	$94.3K	Hold	1,800	–	–	﹤0.01%	347
2026 Q1	$94.6K	Buy	+1,800	New	+$95.1K	﹤0.01%	339
2023 Q4	–	Sell	-5,415	Closed	-$270K	–	273
2023 Q3	$270K	Sell	5,415 -685	-11%	-$34.3K	0.01%	241
2023 Q2	$306K	Sell	6,100 -2,287	-27%	-$115K	0.01%	237
2023 Q1	$424K	Sell	8,387 -5,575	-40%	-$280K	0.02%	204
2022 Q4	$696K	Sell	13,962 -4,062	-23%	-$201K	0.04%	165
2022 Q3	$888K	Sell	18,024 -3,819	-17%	-$193K	0.05%	152
2022 Q2	$1.1M	Sell	21,843 -81,978	-79%	-$4.17M	0.06%	150
2022 Q1	$5.37M	Sell	103,821 -12,686	-11%	-$669K	0.23%	87
2021 Q4	$6.28M	Sell	116,507 -21,482	-16%	-$1.16M	0.24%	83
2021 Q3	$7.54M	Sell	137,989 -205,142	-60%	-$11.2M	0.31%	72
2021 Q2	$18.8M	Buy	343,131 +5,816	+2%	+$319K	0.76%	40
2021 Q1	$18.4M	Buy	337,315 +12,297	+4%	+$675K	0.81%	37
2020 Q4	$17.9M	Buy	325,018 +8,655	+3%	+$476K	0.83%	37
2020 Q3	$17.4M	Buy	316,363 +9,062	+3%	+$498K	0.9%	37
2020 Q2	$16.8M	Sell	307,301 -2,523	-0.8%	-$136K	0.96%	32
2020 Q1	$16.2M	Buy	309,824 +5,850	+2%	+$311K	1.14%	27
2019 Q4	$16.3M	Buy	303,974 +11,518	+4%	+$618K	0.87%	35
2019 Q3	$15.7M	Buy	292,456 +33,325	+13%	+$1.78M	1.57%	13
2019 Q2	$13.8M	Sell	259,131 -12,247	-5%	-$648K	1.47%	16
2019 Q1	$14.3M	Sell	271,378 -10,130	-4%	-$529K	1.52%	16
2018 Q4	$14.5M	Sell	281,508 -42,955	-13%	-$2.21M	1.61%	11
2018 Q3	$16.8M	Sell	324,463 -59,613	-16%	-$3.09M	1.63%	11
2018 Q2	$19.9M	Sell	384,076 -84,676	-18%	-$4.39M	2.01%	8
2018 Q1	$24.3M	Sell	468,752 -6,504	-1%	-$338K	2.51%	7
2017 Q4	$24.8M	Sell	475,256 -286,370	-38%	-$15M	2.62%	6
2017 Q3	$40.1M	Buy	761,626 +466,488	+158%	+$24.6M	3.44%	4
2017 Q2	$15.5M	Sell	295,138 -571,000	-66%	-$30.1M	2.78%	7
2017 Q1	$45.6M	Sell	866,138 -69,684	-7%	-$3.66M	8.72%	4
2016 Q4	$49.1M	Buy	935,822 +925,628	+9,080%	+$48.7M	9.49%	4
2016 Q3	$539K	Buy	+10,194	New	+$540K	0.12%	26

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

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

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 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

Beacon Investment Advisory Services's IGSB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,800 shares worth $94.3K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Beacon Investment Advisory Services first reported a position in IGSB in Q3 2016 and has held it in 31 quarters since. The position peaked at $49.1M in Q4 2016. 334 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Beacon Investment Advisory Services held 1,800 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $94.3K as of Q2 2026.
Beacon Investment Advisory Services left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #347 holding.
Beacon Investment Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 31 quarters since.
Beacon Investment Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $49.1M in Q4 2016.
334 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.