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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

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

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. 1,008 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.
  • 1,008 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.