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

Clearstead 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 		$1.8M Sell
34,319
-5,577
-14% -$292K 0.02% 401
2026
Q1 		$2.1M Sell
39,896
-12,241
-23% -$647K 0.02% 356
2025
Q4 		$2.76M Sell
52,137
-961
-2% -$50.9K 0.03% 279
2025
Q3 		$2.82M Buy
53,098
+17,091
+47% +$902K 0.04% 269
2025
Q2 		$1.9M Sell
36,007
-1,021
-3% -$53.3K 0.03% 325
2025
Q1 		$1.94M Buy
37,028
+10,217
+38% +$531K 0.03% 304
2024
Q4 		$1.39M Sell
26,811
-723
-3% -$37.6K 0.02% 354
2024
Q3 		$1.45M Buy
27,534
+850
+3% +$44.2K 0.02% 351
2024
Q2 		$1.37M Buy
+26,684
New +$1.36M 0.02% 335
2023
Q2 		– Sell
-58
Closed -$2.93K – 1409
2023
Q1 		$2.93K Hold
58
– – ﹤0.01% 1083
2022
Q4 		$2.89K Sell
58
-977
-94% -$48.4K ﹤0.01% 1048
2022
Q3 		$51K Hold
1,035
– – ﹤0.01% 601
2022
Q2 		$52K Hold
1,035
– – ﹤0.01% 612
2022
Q1 		$54K Hold
1,035
– – ﹤0.01% 662
2021
Q4 		$56K Hold
1,035
– – ﹤0.01% 640
2021
Q3 		$57K Hold
1,035
– – ﹤0.01% 591
2021
Q2 		$57K Buy
1,035
+749
+262% +$41K ﹤0.01% 531
2021
Q1 		$16K Sell
286
-3,000
-91% -$165K ﹤0.01% 713
2020
Q4 		$181K Buy
3,286
+286
+10% +$15.7K 0.02% 336
2020
Q3 		$165K Buy
+3,000
New +$165K 0.02% 301
2017
Q4 		– Sell
-3,800
Closed -$200K – 241
2017
Q3 		$200K Buy
+3,800
New +$200K 0.03% 243

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

Clearstead Advisors's IGSB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q2 2026, selling an estimated $292K and leaving 34,319 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #401.

Clearstead Advisors first reported a position in IGSB in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.82M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Clearstead Advisors held 34,319 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.8M as of Q2 2026.
  • Clearstead Advisors sold 5,577 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $292K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #401 holding.
  • Clearstead Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 21 quarters since.
  • Clearstead Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.82M in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.