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Continuum Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Continuum Advisory’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 		$167K Buy
+3,185
New +$167K 0.01% 505
2025
Q2 		– Sell
-2,407
Closed -$126K – 957
2025
Q1 		$126K Sell
2,407
-909
-27% -$47.3K 0.02% 483
2024
Q4 		$171K Sell
3,316
-81
-2% -$4.21K 0.02% 417
2024
Q3 		$176K Buy
3,397
+1,246
+58% +$64.8K 0.02% 417
2024
Q2 		$110K Buy
2,151
+6
+0.3% +$306 0.02% 472
2024
Q1 		$109K Sell
2,145
-7,312
-77% -$374K 0.02% 471
2023
Q4 		$485K Sell
9,457
-2,038
-18% -$102K 0.07% 289
2023
Q3 		$573K Sell
11,495
-1,317
-10% -$65.9K 0.09% 256
2023
Q2 		$643K Sell
12,812
-4,367
-25% -$220K 0.1% 235
2023
Q1 		$868K Sell
17,179
-10,673
-38% -$536K 0.15% 168
2022
Q4 		$1.39M Buy
27,852
+2,313
+9% +$115K 0.25% 122
2022
Q3 		$1.26M Sell
25,539
-32,417
-56% -$1.64M 0.22% 123
2022
Q2 		$2.93M Buy
57,956
+15,012
+35% +$764K 0.53% 41
2022
Q1 		$2.19M Buy
42,944
+37,872
+747% +$2M 0.42% 57
2021
Q4 		$273K Sell
5,072
-665
-12% -$36K 0.06% 257
2021
Q3 		$313K Sell
5,737
-2,280
-28% -$125K 0.08% 220
2021
Q2 		$439K Buy
+8,017
New +$439K 0.14% 164

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

Continuum Advisory's IGSB Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 3,185 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IGSB as recently as Q1 2025.

Continuum Advisory first reported a position in IGSB in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.93M in Q2 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Continuum Advisory held 3,185 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $167K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #505 holding.
  • Continuum Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Continuum Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.93M in Q2 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.