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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
Q2 		$95.9K Sell
1,829
-1,575
-46% -$82.6K 0.01% 283
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
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

Colonial Trust Advisors's IGSB Position: Q2 2026 in Review

Colonial Trust Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 46% in Q2 2026, selling an estimated $82.6K and leaving 1,829 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #283.

Colonial Trust Advisors first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $283K in Q3 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Colonial Trust Advisors held 1,829 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $95.9K as of Q2 2026.
  • Colonial Trust Advisors sold 1,575 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $82.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #283 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 16 quarters since.
  • Colonial Trust Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $283K in Q3 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.