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

Compass Planning 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 		$4.13M Buy
+80,666
New +$4.19M 2.16% 10

Other funds holding IGSB

MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AFS
Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return

Compass Planning Associates's IGSB Position: Q3 2026 in Review

Compass Planning Associates opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 80,666 shares worth $4.13M. The stake represents 2.16% of the portfolio and ranks #10 among its holdings.

208 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Compass Planning Associates held 80,666 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.13M as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Compass Planning Associates position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.16% of Compass Planning Associates's portfolio in Q3 2026, its #10 holding.
  • 208 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.