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Checchi Capital Advisers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Checchi Capital Advisers’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 		$1.7M Buy
32,396
+736
+2% +$38.6K 0.08% 154
2026
Q1 		$1.66M Sell
31,660
-8,668
-21% -$458K 0.08% 150
2025
Q4 		$2.13M Sell
40,328
-256
-0.6% -$13.6K 0.11% 117
2025
Q3 		$2.15M Buy
40,584
+355
+0.9% +$18.7K 0.11% 116
2025
Q2 		$2.12M Sell
40,229
-4,600
-10% -$240K 0.12% 118
2025
Q1 		$2.35M Sell
44,829
-3,535
-7% -$184K 0.12% 115
2024
Q4 		$2.5M Buy
48,364
+4,239
+10% +$220K 0.15% 107
2024
Q3 		$2.32M Sell
44,125
-98
-0.2% -$5.1K 0.13% 111
2024
Q2 		$2.27M Sell
44,223
-21,235
-32% -$1.08M 0.11% 104
2024
Q1 		$3.36M Sell
65,458
-874
-1% -$44.7K 0.26% 84
2023
Q4 		$3.4M Buy
66,332
+22,670
+52% +$1.14M 0.28% 77
2023
Q3 		$2.18M Buy
43,662
+34,425
+373% +$1.72M 0.2% 94
2023
Q2 		$463K Sell
9,237
-2,576
-22% -$130K 0.04% 306
2023
Q1 		$597K Sell
11,813
-7,743
-40% -$389K 0.06% 246
2022
Q4 		$974K Sell
19,556
-61,479
-76% -$3.04M 0.1% 165
2022
Q3 		$3.99M Sell
81,035
-58,781
-42% -$2.97M 0.37% 63
2022
Q2 		$7.17M Buy
+139,816
New +$7.12M 0.62% 37

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

Checchi Capital Advisers's IGSB Position: Q2 2026 in Review

Checchi Capital Advisers increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.3% in Q2 2026, buying an estimated $38.6K and bringing the position to 32,396 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #154.

Checchi Capital Advisers first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.17M in Q2 2022. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Checchi Capital Advisers held 32,396 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.7M as of Q2 2026.
  • Checchi Capital Advisers bought 736 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Checchi Capital Advisers's portfolio in Q2 2026, its #154 holding.
  • Checchi Capital Advisers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Checchi Capital Advisers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.17M in Q2 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.