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Community Financial Services Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Community Financial Services Group’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 		$71K Sell
1,361
-39
-3% -$2.04K 0.01% 204
2026
Q1 		$73.4K Buy
+1,400
New +$74K 0.01% 166
2021
Q4 		$53.1M Buy
985,271
+23,042
+2% +$1.25M 13.31% 1
2021
Q3 		$52.6M Buy
962,229
+313,312
+48% +$17.2M 14.31% 1
2021
Q2 		$35.6M Buy
648,917
+38,360
+6% +$2.1M 9.93% 1
2021
Q1 		$33.4M Buy
610,557
+150,773
+33% +$8.28M 9.89% 1
2020
Q4 		$25.4M Buy
+459,784
New +$25.3M 7.99% 1
2015
Q4 		– Sell
-3,486
Closed -$183K – 139
2015
Q3 		$183K Sell
3,486
-2,286
-40% -$120K 0.09% 69
2015
Q2 		$304K Sell
5,772
-11,530
-67% -$608K 0.14% 61
2015
Q1 		$913K Sell
17,302
-1,430
-8% -$75.3K 0.43% 49
2014
Q4 		$985K Sell
18,732
-2,714
-13% -$143K 0.45% 49
2014
Q3 		$1.13M Sell
21,446
-26,274
-55% -$1.38M 0.56% 47
2014
Q2 		$2.52M Sell
47,720
-59,180
-55% -$3.12M 1.25% 35
2014
Q1 		$5.64M Sell
106,900
-29,584
-22% -$1.56M 2.78% 8
2013
Q4 		$7.2M Sell
136,484
-16,568
-11% -$873K 3.9% 1
2013
Q3 		$8.06M Sell
153,052
-2,860
-2% -$150K 4.49% 1
2013
Q2 		$8.19M Buy
+155,912
New +$8.21M 4.87% 1

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

Community Financial Services Group's IGSB Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.8% in Q2 2026, selling an estimated $2.04K and leaving 1,361 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #204.

Community Financial Services Group first reported a position in IGSB in Q2 2013 and has held it in 17 quarters since. The position peaked at $53.1M in Q4 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Community Financial Services Group held 1,361 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $71K as of Q2 2026.
  • Community Financial Services Group sold 39 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.04K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #204 holding.
  • Community Financial Services Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • Community Financial Services Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $53.1M in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.