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Brookstone Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brookstone Capital Management’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 		$1.66M Sell
31,613
-236
-0.7% -$12.4K 0.02% 544
2026
Q1 		$1.67M Sell
31,849
-1,907
-6% -$101K 0.02% 506
2025
Q4 		$1.79M Buy
33,756
+589
+2% +$31.2K 0.02% 475
2025
Q3 		$1.76M Buy
33,167
+228
+0.7% +$12K 0.02% 474
2025
Q2 		$1.74M Sell
32,939
-173
-0.5% -$9.04K 0.02% 452
2025
Q1 		$1.73M Sell
33,112
-697
-2% -$36.2K 0.02% 436
2024
Q4 		$1.75M Sell
33,809
-405
-1% -$21.1K 0.03% 403
2024
Q3 		$1.8M Sell
34,214
-4,995
-13% -$260K 0.03% 392
2024
Q2 		$2.02M Buy
39,209
+6,689
+21% +$341K 0.03% 366
2024
Q1 		$1.67M Buy
32,520
+15,700
+93% +$803K 0.03% 386
2023
Q4 		$862K Buy
16,820
+6,119
+57% +$307K 0.02% 490
2023
Q3 		$529K Buy
10,701
+407
+4% +$20.4K 0.01% 558
2023
Q2 		$513K Sell
10,294
-717
-7% -$36.1K 0.01% 571
2023
Q1 		$555K Buy
11,011
+743
+7% +$37.3K 0.01% 564
2022
Q4 		$515K Buy
10,268
+2,472
+32% +$122K 0.01% 573
2022
Q3 		$382K Buy
7,796
+385
+5% +$19.4K 0.01% 609
2022
Q2 		$375K Sell
7,411
-2,905
-28% -$148K 0.01% 600
2022
Q1 		$528K Sell
10,316
-25,737
-71% -$1.36M 0.01% 554
2021
Q4 		$1.93M Sell
36,053
-168,979
-82% -$9.15M 0.03% 274
2021
Q3 		$11.2M Sell
205,032
-75,109
-27% -$4.11M 0.2% 103
2021
Q2 		$15.3M Buy
280,141
+4,101
+1% +$225K 0.27% 84
2021
Q1 		$15.1M Buy
276,040
+30,676
+13% +$1.68M 0.58% 43
2020
Q4 		$13.5M Buy
245,364
+55,284
+29% +$3.04M 0.54% 40
2020
Q3 		$10.4M Sell
190,080
-28,287
-13% -$1.55M 0.48% 42
2020
Q2 		$11.9M Buy
218,367
+182,463
+508% +$9.83M 0.74% 28
2020
Q1 		$1.88M Sell
35,904
-8,782
-20% -$467K 0.11% 119
2019
Q4 		$2.4M Sell
44,686
-39,805
-47% -$2.13M 0.12% 110
2019
Q3 		$4.54M Buy
84,491
+33,229
+65% +$1.78M 0.25% 61
2019
Q2 		$2.74M Buy
51,262
+43,497
+560% +$2.3M 0.16% 98
2019
Q1 		$410K Buy
7,765
+2,649
+52% +$138K 0.03% 284
2018
Q4 		$264K Sell
5,116
-12,660
-71% -$653K 0.02% 243
2018
Q3 		$921K Buy
17,776
+6,920
+64% +$359K 0.07% 183
2018
Q2 		$563K Buy
10,856
+4,228
+64% +$219K 0.05% 188
2018
Q1 		$344K Sell
6,628
-690
-9% -$35.9K 0.03% 257
2017
Q4 		$383K Sell
7,318
-8,064
-52% -$423K 0.03% 216
2017
Q3 		$810K Sell
15,382
-4,302
-22% -$227K 0.07% 160
2017
Q2 		$1.04M Buy
19,684
+322
+2% +$16.9K 0.1% 138
2017
Q1 		$1.02M Sell
19,362
-11,422
-37% -$600K 0.1% 138
2016
Q4 		$1.61M Buy
30,784
+7,280
+31% +$383K 0.18% 127
2016
Q3 		$1.24M Sell
23,504
-22,804
-49% -$1.21M 0.14% 130
2016
Q2 		$2.46M Buy
46,308
+20,028
+76% +$1.06M 0.32% 94
2016
Q1 		$1.39M Buy
26,280
+22,126
+533% +$1.16M 0.21% 117
2015
Q4 		$217K Buy
4,154
+2,590
+166% +$136K 0.04% 143
2015
Q3 		$82K Sell
1,564
-194
-11% -$10.2K 0.01% 306
2015
Q2 		$93K Buy
+1,758
New +$92.7K 0.01% 349

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Brookstone Capital Management's IGSB Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.74% in Q2 2026, selling an estimated $12.4K and leaving 31,613 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #544.

Brookstone Capital Management first reported a position in IGSB in Q2 2015 and has held it in 45 quarters since. The position peaked at $15.3M in Q2 2021. 198 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Brookstone Capital Management held 31,613 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.66M as of Q2 2026.
  • Brookstone Capital Management sold 236 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #544 holding.
  • Brookstone Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • Brookstone Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.3M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.