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

CGN 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 		$477K Hold
9,100
– – 0.03% 234
2026
Q1 		$478K Buy
9,100
+1,693
+23% +$89.5K 0.04% 231
2025
Q4 		$392K Hold
7,407
– – 0.03% 241
2025
Q3 		$393K Hold
7,407
– – 0.03% 235
2025
Q2 		$391K Hold
7,407
– – 0.03% 234
2025
Q1 		$388K Hold
7,407
– – 0.04% 233
2024
Q4 		$383K Buy
7,407
+18
+0.2% +$936 0.04% 228
2024
Q3 		$389K Hold
7,389
– – 0.04% 223
2024
Q2 		$379K Hold
7,389
– – 0.04% 209
2024
Q1 		$379K Hold
7,389
– – 0.05% 200
2023
Q4 		$379K Sell
7,389
-137,255
-95% -$6.89M 0.05% 194
2023
Q3 		$7.21M Buy
144,644
+11,763
+9% +$589K 0.97% 26
2023
Q2 		$6.67M Buy
132,881
+8,791
+7% +$443K 0.96% 28
2023
Q1 		$6.27M Buy
124,090
+12,763
+11% +$641K 0.99% 29
2022
Q4 		$5.55M Buy
111,327
+95,165
+589% +$4.71M 0.98% 27
2022
Q3 		$796K Buy
16,162
+1,763
+12% +$89K 0.2% 131
2022
Q2 		$728K Sell
14,399
-3,769
-21% -$192K 0.21% 128
2022
Q1 		$940K Buy
18,168
+5,835
+47% +$308K 0.23% 95
2021
Q4 		$664K Buy
+12,333
New +$668K 0.17% 124

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

CGN Advisors's IGSB Position: Q2 2026 in Review

CGN Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 9,100 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #234.

CGN Advisors first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.21M in Q3 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • CGN Advisors held 9,100 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $477K as of Q2 2026.
  • CGN Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #234 holding.
  • CGN 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.
  • CGN Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.21M in Q3 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.