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

Centaurus 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
Q1 		$204K Sell
3,877
-787
-17% -$41.6K 0.01% 814
2025
Q4 		$247K Hold
4,664
– – 0.01% 737
2025
Q3 		$247K Sell
4,664
-1,420
-23% -$75K 0.01% 734
2025
Q2 		$321K Hold
6,084
– – 0.02% 593
2025
Q1 		$319K Sell
6,084
-362
-6% -$18.8K 0.02% 559
2024
Q4 		$333K Sell
6,446
-280
-4% -$14.6K 0.02% 532
2024
Q3 		$354K Hold
6,726
– – 0.02% 489
2024
Q2 		$345K Hold
6,726
– – 0.02% 467
2024
Q1 		$345K Sell
6,726
-227
-3% -$11.6K 0.02% 465
2023
Q4 		$357K Buy
6,953
+900
+15% +$45.2K 0.03% 430
2023
Q3 		$302K Sell
6,053
-1
-0% -$50 0.03% 460
2023
Q2 		$304K Sell
6,054
-320
-5% -$16.1K 0.03% 463
2023
Q1 		$322K Buy
6,374
+14
+0.2% +$703 0.03% 523
2022
Q4 		$317K Sell
6,360
-225
-3% -$11.1K 0.03% 474
2022
Q3 		$325K Buy
+6,585
New +$332K 0.03% 460
2022
Q2 		– Sell
-4,634
Closed -$240K – 872
2022
Q1 		$240K Sell
4,634
-1,694
-27% -$89.3K 0.02% 611
2021
Q4 		$341K Sell
6,328
-838
-12% -$45.4K 0.03% 542
2021
Q3 		$392K Sell
7,166
-210
-3% -$11.5K 0.03% 479
2021
Q2 		$404K Sell
7,376
-43
-0.6% -$2.36K 0.03% 490
2021
Q1 		$406K Sell
7,419
-34,497
-82% -$1.89M 0.04% 425
2020
Q4 		$2.31M Buy
41,916
+496
+1% +$27.3K 0.24% 93
2020
Q3 		$2.27M Buy
+41,420
New +$2.27M 0.31% 77
2019
Q2 		– Sell
-113
Closed -$2.14K – 614
2019
Q1 		$2.14K Buy
113
+2
+2% +$104 0.01% 474
2018
Q4 		$2 Buy
111
+109
+5,450% +$5.62K 0.01% 408
2018
Q3 		$111 Sell
2
-2,138
-100% -$111K 0.02% 500
2018
Q2 		$111K Buy
+2,140
New +$111K 0.02% 680

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

Centaurus Financial's IGSB Position: Q1 2026 in Review

Centaurus Financial reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q1 2026, selling an estimated $41.6K and leaving 3,877 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #814.

Centaurus Financial first reported a position in IGSB in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.31M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Centaurus Financial held 3,877 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $204K as of Q1 2026.
  • Centaurus Financial sold 787 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #814 holding.
  • Centaurus Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 26 quarters since.
  • Centaurus Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.31M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.