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

Brucke Financial’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 Q3	$857K	Buy	16,737 +5,823	+53%	+$302K	0.36%	54
2026 Q2	$572K	Buy	10,914 +1,390	+15%	+$72.9K	0.25%	70
2026 Q1	$501K	Buy	9,524 +1,186	+14%	+$62.7K	0.25%	76
2025 Q4	$441K	Sell	8,338 -179	-2%	-$9.48K	0.24%	88
2025 Q3	$451K	Sell	8,517 -111	-1%	-$5.86K	0.26%	84
2025 Q2	$455K	Buy	8,628 +324	+4%	+$16.9K	0.32%	74
2025 Q1	$436K	Sell	8,304 -165	-2%	-$8.58K	0.38%	72
2024 Q4	$441K	Buy	+8,469	New	+$440K	0.38%	71

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Brucke Financial's IGSB Position: Q3 2026 in Review

Brucke Financial increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 53% in Q3 2026, buying an estimated $302K and bringing the position to 16,737 shares worth $857K. The position accounts for 0.36% of the portfolio, ranked #54.

Brucke Financial first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. 831 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Brucke Financial held 16,737 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $857K as of Q3 2026.
Brucke Financial bought 5,823 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $302K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.36% of Brucke Financial's portfolio in Q3 2026, its #54 holding.
Brucke Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
831 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.