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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cardiff Park Advisors's IGSB Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.31% in Q1 2026, buying an estimated $740 and bringing the position to 4,470 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #259.

Cardiff Park Advisors first reported a position in IGSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $620K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Cardiff Park Advisors held 4,470 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $235K as of Q1 2026.
  • Cardiff Park Advisors bought 14 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $740.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #259 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 18 quarters since.
  • Cardiff Park Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $620K in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.