CPA
IGSB icon

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

Cardiff Park 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 		$135K Sell
2,578
-1,892
-42% -$99.2K 0.01% 290
2026
Q1 		$235K Buy
4,470
+14
+0.3% +$740 0.02% 259
2025
Q4 		$236K Sell
4,456
-7,242
-62% -$383K 0.02% 243
2025
Q3 		$620K Buy
11,698
+689
+6% +$36.4K 0.05% 162
2025
Q2 		$581K Buy
11,009
+20
+0.2% +$1.04K 0.05% 154
2025
Q1 		$576K Buy
10,989
+13
+0.1% +$676 0.06% 147
2024
Q4 		$567K Buy
10,976
+25
+0.2% +$1.3K 0.05% 151
2024
Q3 		$577K Buy
10,951
+18
+0.2% +$937 0.05% 148
2024
Q2 		$560K Buy
10,933
+17
+0.2% +$867 0.05% 148
2024
Q1 		$560K Buy
10,916
+11
+0.1% +$563 0.05% 156
2023
Q4 		$559K Buy
10,905
+264
+2% +$13.3K 0.06% 142
2023
Q3 		$530K Buy
10,641
+738
+7% +$36.9K 0.07% 139
2023
Q2 		$497K Buy
9,903
+244
+3% +$12.3K 0.06% 147
2023
Q1 		$488K Buy
9,659
+3
+0% +$151 0.06% 143
2022
Q4 		$481K Buy
9,656
+5,374
+126% +$266K 0.07% 145
2022
Q3 		$211K Buy
4,282
+2
+0% +$101 0.03% 223
2022
Q2 		$216K Buy
4,280
+2
+0% +$102 0.03% 221
2022
Q1 		$221K Buy
4,278
+1
+0% +$53 0.03% 221
2021
Q4 		$230K Buy
+4,277
New +$232K 0.03% 220

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cardiff Park Advisors's IGSB Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 42% in Q2 2026, selling an estimated $99.2K and leaving 2,578 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #290.

Cardiff Park Advisors first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cardiff Park Advisors held 2,578 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $135K as of Q2 2026.
  • Cardiff Park Advisors sold 1,892 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $99.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #290 holding.
  • Cardiff Park Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $620K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.