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Berger Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Berger Financial Group’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 		$2.69M Buy
51,406
+17,999
+54% +$944K 0.14% 120
2026
Q1 		$1.76M Buy
33,407
+518
+2% +$27.4K 0.1% 156
2025
Q4 		$1.74M Buy
32,889
+12,457
+61% +$660K 0.1% 156
2025
Q3 		$1.08M Buy
20,432
+7,646
+60% +$404K 0.06% 194
2025
Q2 		$675K Buy
12,786
+1,069
+9% +$55.8K 0.04% 234
2025
Q1 		$614K Buy
+11,717
New +$609K 0.04% 236

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

Berger Financial Group's IGSB Position: Q2 2026 in Review

Berger Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 54% in Q2 2026, buying an estimated $944K and bringing the position to 51,406 shares worth $2.69M. The position accounts for 0.14% of the portfolio, ranked #120.

Berger Financial Group first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Berger Financial Group held 51,406 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.69M as of Q2 2026.
  • Berger Financial Group bought 17,999 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $944K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Berger Financial Group's portfolio in Q2 2026, its #120 holding.
  • Berger Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.