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

Colonial Trust 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 Q1	$179K	Buy	3,404 +1,000	+42%	+$52.9K	0.01%	209
2025 Q4	$127K	Sell	2,404 -980	-29%	-$51.9K	0.01%	241
2025 Q3	$179K	Sell	3,384 -155	-4%	-$8.18K	0.01%	208
2025 Q2	$187K	Sell	3,539 -109	-3%	-$5.7K	0.02%	203
2025 Q1	$191K	Buy	3,648 +400	+12%	+$20.8K	0.02%	205
2024 Q4	$168K	Hold	3,248	–	–	0.01%	205
2024 Q3	$171K	Hold	3,248	–	–	0.01%	212
2024 Q2	$166K	Hold	3,248	–	–	0.02%	199
2024 Q1	$167K	Sell	3,248 -1,100	-25%	-$56.3K	0.02%	198
2023 Q4	$223K	Hold	4,348	–	–	0.02%	175
2023 Q3	$217K	Sell	4,348 -50	-1%	-$2.5K	0.02%	179
2023 Q2	$221K	Hold	4,398	–	–	0.02%	184
2023 Q1	$222K	Buy	4,398 +150	+4%	+$7.53K	0.03%	185
2022 Q4	$212K	Sell	4,248 -1,500	-26%	-$74.3K	0.03%	196
2022 Q3	$283K	Buy	+5,748	New	+$290K	0.04%	167

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Colonial Trust Advisors's IGSB Position: Q1 2026 in Review

Colonial Trust Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 42% in Q1 2026, buying an estimated $52.9K and bringing the position to 3,404 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #209.

Colonial Trust Advisors first reported a position in IGSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $283K in Q3 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Colonial Trust Advisors held 3,404 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $179K as of Q1 2026.
Colonial Trust Advisors bought 1,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $52.9K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #209 holding.
Colonial Trust Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $283K in Q3 2022.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.