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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Clune & Associates's IGSB Position: Q2 2026 in Review

Clune & Associates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 23% in Q2 2026, selling an estimated $403K and leaving 26,375 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #73.

Clune & Associates first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q3 2025. 229 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Clune & Associates held 26,375 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.38M as of Q2 2026.
Clune & Associates sold 7,686 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $403K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of Clune & Associates's portfolio in Q2 2026, its #73 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 7 quarters since.
Clune & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.06M in Q3 2025.
229 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.