Clune & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Clune & Associates’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	$871K	Sell	17,009 -9,366	-36%	-$486K	0.13%	84
2026 Q2	$1.38M	Sell	26,375 -7,686	-23%	-$403K	0.21%	73
2026 Q1	$1.79M	Sell	34,061 -22,043	-39%	-$1.17M	0.34%	64
2025 Q4	$2.97M	Sell	56,104 -1,602	-3%	-$84.8K	0.64%	46
2025 Q3	$3.06M	Buy	57,706 +14,151	+32%	+$747K	0.76%	42
2025 Q2	$2.3M	Sell	43,555 -2,307	-5%	-$121K	0.63%	48
2025 Q1	$2.4M	Buy	45,862 +7,162	+19%	+$372K	0.74%	41
2024 Q4	$2M	Buy	+38,700	New	+$2.01M	0.66%	46

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Clune & Associates's IGSB Position: Q3 2026 in Review

Clune & Associates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 36% in Q3 2026, selling an estimated $486K and leaving 17,009 shares worth $871K. The position accounts for 0.13% of the portfolio, ranked #84.

Clune & Associates first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.06M in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Clune & Associates held 17,009 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $871K as of Q3 2026.
Clune & Associates sold 9,366 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $486K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Clune & Associates's portfolio in Q3 2026, its #84 holding.
Clune & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.06M in Q3 2025.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.