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Capital Investment Services of America’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Capital Investment Services of America’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 		$6.28M Sell
119,822
-2,802
-2% -$147K 0.62% 40
2026
Q1 		$6.45M Sell
122,624
-1,807
-1% -$95.5K 0.67% 39
2025
Q4 		$6.58M Sell
124,431
-1,809
-1% -$95.8K 0.62% 40
2025
Q3 		$6.69M Hold
126,240
– – 0.59% 40
2025
Q2 		$6.66M Sell
126,240
-2,892
-2% -$151K 0.61% 40
2025
Q1 		$6.76M Sell
129,132
-800
-0.6% -$41.6K 0.69% 40
2024
Q4 		$6.72M Buy
129,932
+190
+0.1% +$9.88K 0.64% 40
2024
Q3 		$6.83M Sell
129,742
-1,216
-0.9% -$63.3K 0.65% 40
2024
Q2 		$6.71M Sell
130,958
-2,267
-2% -$116K 0.65% 39
2024
Q1 		$6.83M Hold
133,225
– – 0.66% 40
2023
Q4 		$6.83M Hold
133,225
– – 0.72% 37
2023
Q3 		$6.64M Sell
133,225
-5,801
-4% -$290K 0.77% 39
2023
Q2 		$6.97M Sell
139,026
-600
-0.4% -$30.2K 0.76% 40
2023
Q1 		$7.06M Sell
139,626
-1,350
-1% -$67.8K 0.85% 38
2022
Q4 		$7.02M Sell
140,976
-29,313
-17% -$1.45M 0.93% 36
2022
Q3 		$8.39M Sell
170,289
-7,980
-4% -$403K 1.14% 35
2022
Q2 		$9.01M Sell
178,269
-18,545
-9% -$944K 1.17% 35
2022
Q1 		$10.6M Hold
196,814
– – 0.96% 36
2021
Q4 		$10.6M Sell
196,814
-3,000
-2% -$162K 0.96% 36
2021
Q3 		$10.9M Hold
199,814
– – 1.04% 36
2021
Q2 		$11M Sell
199,814
-575
-0.3% -$31.5K 1.04% 35
2021
Q1 		$11M Sell
200,389
-600
-0.3% -$32.9K 1.13% 36
2020
Q4 		$11.1M Sell
200,989
-2,000
-1% -$110K 1.16% 36
2020
Q3 		$11.1M Sell
202,989
-90
-0% -$4.94K 1.36% 34
2020
Q2 		$11.1M Sell
203,079
-1,900
-0.9% -$102K 1.43% 32
2020
Q1 		$10.7M Sell
204,979
-13,500
-6% -$718K 1.72% 31
2019
Q4 		$11.7M Sell
218,479
-575
-0.3% -$30.8K 1.58% 35
2019
Q3 		$11.8M Sell
219,054
-4,050
-2% -$217K 1.73% 34
2019
Q2 		$11.9M Buy
+223,104
New +$11.8M 1.76% 33
2018
Q4 		– Sell
-239,679
Closed -$12.4M – 71
2018
Q3 		$12.4M Sell
239,679
-19,225
-7% -$997K 1.87% 29
2018
Q2 		$13.4M Sell
258,904
-3,100
-1% -$161K 2.11% 23
2018
Q1 		$13.6M Sell
262,004
-4,500
-2% -$234K 2.12% 19
2017
Q4 		$13.9M Sell
266,504
-1,000
-0.4% -$52.5K 2.21% 21
2017
Q3 		$14.1M Sell
267,504
-366
-0.1% -$19.3K 2.37% 14
2017
Q2 		$14.1M Sell
267,870
-3,350
-1% -$176K 2.43% 13
2017
Q1 		$14.3M Hold
271,220
– – 2.52% 12
2016
Q4 		$14.2M Sell
271,220
-4,600
-2% -$242K 2.69% 8
2016
Q3 		$14.6M Sell
275,820
-4,800
-2% -$254K 2.78% 7
2016
Q2 		$14.9M Sell
280,620
-3,000
-1% -$158K 2.83% 8
2016
Q1 		$14.9M Sell
283,620
-1,900
-0.7% -$99.6K 2.85% 8
2015
Q4 		$14.9M Buy
+285,520
New +$15M 2.92% 7

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Capital Investment Services of America's IGSB Position: Q2 2026 in Review

Capital Investment Services of America reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.3% in Q2 2026, selling an estimated $147K and leaving 119,822 shares worth $6.28M. The position accounts for 0.62% of the portfolio, ranked #40.

Capital Investment Services of America first reported a position in IGSB in Q4 2015 and has held it in 41 quarters since. The position peaked at $14.9M in Q1 2016. 823 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Capital Investment Services of America held 119,822 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.28M as of Q2 2026.
  • Capital Investment Services of America sold 2,802 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of Capital Investment Services of America's portfolio in Q2 2026, its #40 holding.
  • Capital Investment Services of America first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • Capital Investment Services of America's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.9M in Q1 2016.
  • 823 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.