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

BlueSky Wealth 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 		$9.5M Buy
181,196
+229
+0.1% +$12K 1.1% 25
2026
Q1 		$9.51M Sell
180,967
-32,319
-15% -$1.71M 1.22% 24
2025
Q4 		$11.3M Sell
213,286
-1,893
-0.9% -$100K 1.49% 17
2025
Q3 		$11.4M Sell
215,179
-8,658
-4% -$457K 1.54% 18
2025
Q2 		$11.8M Sell
223,837
-18,700
-8% -$977K 1.72% 17
2025
Q1 		$12.7M Buy
242,537
+107
+0% +$5.56K 1.97% 15
2024
Q4 		$12.5M Sell
242,430
-2,323
-0.9% -$121K 1.96% 15
2024
Q3 		$12.9M Sell
244,753
-2,322
-0.9% -$121K 2% 14
2024
Q2 		$12.7M Buy
247,075
+17,352
+8% +$885K 2.13% 14
2024
Q1 		$11.8M Sell
229,723
-1,590
-0.7% -$81.4K 9.22% 4
2023
Q4 		$11.9M Buy
231,313
+8,730
+4% +$438K 2.2% 14
2023
Q3 		$11.1M Sell
222,583
-1,752
-0.8% -$87.7K 2.27% 14
2023
Q2 		$11.3M Sell
224,335
-4,859
-2% -$245K 2.26% 14
2023
Q1 		$11.6M Sell
229,194
-7,103
-3% -$357K 2.4% 13
2022
Q4 		$11.8M Sell
236,297
-6,237
-3% -$309K 2.6% 12
2022
Q3 		$12M Sell
242,534
-20,616
-8% -$1.04M 2.77% 11
2022
Q2 		$13.3M Buy
263,150
+165,761
+170% +$8.44M 2.95% 10
2022
Q1 		$5.04M Buy
97,389
+42,786
+78% +$2.26M 0.98% 22
2021
Q4 		$2.94M Buy
54,603
+29,012
+113% +$1.57M 0.55% 25
2021
Q3 		$1.4M Hold
25,591
– – 0.27% 28
2021
Q2 		$1.4M Sell
25,591
-32
-0.1% -$1.75K 0.28% 29
2021
Q1 		$1.4M Sell
25,623
-2,337
-8% -$128K 0.32% 27
2020
Q4 		$1.54M Sell
27,960
-189
-0.7% -$10.4K 0.37% 26
2020
Q3 		$1.55M Sell
28,149
-481
-2% -$26.4K 0.4% 26
2020
Q2 		$1.57M Sell
28,630
-983
-3% -$53K 0.45% 24
2020
Q1 		$1.55M Buy
29,613
+11,235
+61% +$598K 0.57% 27
2019
Q4 		$987K Hold
18,378
– – 0.32% 35
2019
Q3 		$988K Sell
18,378
-22
-0.1% -$1.18K 0.34% 35
2019
Q2 		$983K Sell
18,400
-64
-0.3% -$3.38K 0.35% 35
2019
Q1 		$972K Sell
18,464
-22
-0.1% -$1.15K 0.35% 35
2018
Q4 		$961K Sell
18,486
-964
-5% -$49.7K 0.38% 36
2018
Q3 		$1M Sell
19,450
-742
-4% -$38.5K 0.38% 33
2018
Q2 		$1.05M Buy
20,192
+3,534
+21% +$183K 0.4% 32
2018
Q1 		$865K Buy
16,658
+560
+3% +$29.1K 0.33% 33
2017
Q4 		$841K Sell
16,098
-10
-0.1% -$525 0.35% 33
2017
Q3 		$848K Buy
16,108
+28
+0.2% +$1.48K 0.37% 32
2017
Q2 		$847K Buy
16,080
+20
+0.1% +$1.05K 0.39% 32
2017
Q1 		$845K Sell
16,060
-5,620
-26% -$295K 0.4% 32
2016
Q4 		$1.14M Buy
+21,680
New +$1.14M 0.56% 28

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

BlueSky Wealth Advisors's IGSB Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.13% in Q2 2026, buying an estimated $12K and bringing the position to 181,196 shares worth $9.5M. The position accounts for 1.1% of the portfolio, ranked #25.

BlueSky Wealth Advisors first reported a position in IGSB in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.3M in Q2 2022. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • BlueSky Wealth Advisors held 181,196 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.5M as of Q2 2026.
  • BlueSky Wealth Advisors bought 229 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.1% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • BlueSky Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • BlueSky Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $13.3M in Q2 2022.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.