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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berger Financial Group's IGSB Position: Q1 2026 in Review

Berger Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q1 2026, buying an estimated $27.4K and bringing the position to 33,407 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #156.

Berger Financial Group first reported a position in IGSB in Q1 2025 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Berger Financial Group held 33,407 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.76M as of Q1 2026.
  • Berger Financial Group bought 518 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $27.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Berger Financial Group's portfolio in Q1 2026, its #156 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 5 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.