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

Central Valley 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
Q3 		– Sell
-5,510
Closed -$289K – 177
2026
Q2 		$289K Buy
5,510
+45
+0.8% +$2.36K 0.07% 156
2026
Q1 		$287K Buy
+5,465
New +$289K 0.08% 151

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Central Valley Advisors's IGSB Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026, closing a stake of 5,510 shares — an estimated $289K sold.

Central Valley Advisors first reported a position in IGSB in Q1 2026 and held it in 2 quarters. The position peaked at $289K in Q2 2026. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Central Valley Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 5,510 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $289K.
  • Central Valley Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Central Valley Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $289K in Q2 2026.
  • 736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.