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

Beacon Pointe 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 		$26.6M Buy
507,466
+6,748
+1% +$354K 0.12% 168
2026
Q1 		$26.3M Sell
500,718
-17,913
-3% -$947K 0.14% 148
2025
Q4 		$27.4M Buy
518,631
+26,388
+5% +$1.4M 0.19% 117
2025
Q3 		$26.1M Buy
492,243
+333,740
+211% +$17.6M 0.22% 100
2025
Q2 		$8.36M Buy
158,503
+142,834
+912% +$7.46M 0.09% 206
2025
Q1 		$821K Buy
15,669
+3,430
+28% +$178K 0.01% 689
2024
Q4 		$633K Sell
12,239
-8,160
-40% -$424K 0.01% 757
2024
Q3 		$1.07M Sell
20,399
-1,257
-6% -$65.4K 0.01% 613
2024
Q2 		$1.11M Sell
21,656
-2,255
-9% -$115K 0.01% 612
2024
Q1 		$1.23M Sell
23,911
-6,163
-20% -$315K 0.01% 633
2023
Q4 		$1.54M Sell
30,074
-22,409
-43% -$1.13M 0.02% 546
2023
Q3 		$2.62M Buy
52,483
+2,276
+5% +$114K 0.03% 407
2023
Q2 		$2.52M Buy
50,207
+3,322
+7% +$167K 0.04% 335
2023
Q1 		$2.37M Sell
46,885
-1,359
-3% -$68.2K 0.04% 361
2022
Q4 		$2.4M Buy
48,244
+2,094
+5% +$104K 0.05% 321
2022
Q3 		$2.28M Buy
46,150
+2,347
+5% +$118K 0.05% 291
2022
Q2 		$2.22M Sell
43,803
-8,134
-16% -$414K 0.05% 313
2022
Q1 		$2.69M Buy
51,937
+35,622
+218% +$1.88M 0.04% 384
2021
Q4 		$879K Sell
16,315
-3,422
-17% -$185K 0.02% 398
2021
Q3 		$1.08M Buy
19,737
+8,918
+82% +$488K 0.03% 395
2021
Q2 		$593K Buy
+10,819
New +$593K 0.02% 445
2021
Q1 		– Sell
-3,796
Closed -$207K – 552
2020
Q4 		$207K Buy
+3,796
New +$209K 0.01% 466
2019
Q2 		– Sell
-4,092
Closed -$217K – 211
2019
Q1 		$217K Sell
4,092
-60
-1% -$3.13K 0.08% 169
2018
Q4 		$212K Buy
+4,152
New +$214K 0.13% 151

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 Pointe Advisors's IGSB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.3% in Q2 2026, buying an estimated $354K and bringing the position to 507,466 shares worth $26.6M. The position accounts for 0.12% of the portfolio, ranked #168.

Beacon Pointe Advisors first reported a position in IGSB in Q4 2018 and has held it in 24 quarters since. The position peaked at $27.4M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Beacon Pointe Advisors held 507,466 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $26.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 6,748 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $354K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Beacon Pointe Advisors's portfolio in Q2 2026, its #168 holding.
  • Beacon Pointe Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.4M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.