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

Buska Wealth 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	$3.3M	Buy	62,881 +3,314	+6%	+$174K	1.19%	19
2026 Q1	$3.13M	Buy	59,567 +256	+0.4%	+$13.5K	1.26%	18
2025 Q4	$3.14M	Sell	59,311 -11,177	-16%	-$592K	1.16%	19
2025 Q3	$3.74M	Sell	70,488 -8,664	-11%	-$457K	1.12%	19
2025 Q2	$4.18M	Buy	79,152 +27,859	+54%	+$1.46M	1.14%	20
2025 Q1	$2.69M	Buy	51,293 +12,874	+34%	+$669K	0.84%	20
2024 Q4	$1.99M	Buy	38,419 +22,296	+138%	+$1.16M	0.64%	21
2024 Q3	$849K	Buy	+16,123	New	+$839K	0.3%	27

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return