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

Compton Financial 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 		$231K Buy
4,416
+29
+0.7% +$1.52K 0.04% 79
2026
Q1 		$231K Sell
4,387
-908
-17% -$48K 0.05% 67
2025
Q4 		$280K Sell
5,295
-2,127
-29% -$113K 0.06% 49
2025
Q3 		$394K Sell
7,422
-59
-0.8% -$3.11K 0.09% 35
2025
Q2 		$395K Sell
7,481
-12,355
-62% -$645K 0.1% 33
2025
Q1 		$1.04M Sell
19,836
-268,580
-93% -$14M 0.3% 22
2024
Q4 		$14.9M Buy
288,416
+14,750
+5% +$767K 4.43% 9
2024
Q3 		$14.4M Buy
+273,666
New +$14.2M 4.35% 9

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

Compton Financial Group's IGSB Position: Q2 2026 in Review

Compton Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.66% in Q2 2026, buying an estimated $1.52K and bringing the position to 4,416 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #79.

Compton Financial Group first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Compton Financial Group held 4,416 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $231K as of Q2 2026.
  • Compton Financial Group bought 29 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.52K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Compton Financial Group's portfolio in Q2 2026, its #79 holding.
  • Compton Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Compton Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.9M in Q4 2024.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Compton Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.