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

CoreCap 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	$3.26M	Buy	62,256 +50,384	+424%	+$2.64M	0.1%	192
2026 Q1	$624K	Sell	11,872 -43,613	-79%	-$2.31M	0.02%	469
2025 Q4	$2.93M	Sell	55,485 -38,641	-41%	-$2.05M	0.1%	186
2025 Q3	$4.99M	Buy	94,126 +12,442	+15%	+$657K	0.18%	98
2025 Q2	$4.31M	Buy	81,684 +6,481	+9%	+$339K	0.17%	106
2025 Q1	$3.94M	Buy	75,203 +71,367	+1,860%	+$3.71M	0.17%	116
2024 Q4	$198K	Buy	3,836 +1,706	+80%	+$88.7K	0.01%	707
2024 Q3	$112K	Buy	+2,130	New	+$111K	0.01%	863
2024 Q2	–	Sell	-1,565	Closed	-$80.3K	–	2066
2024 Q1	$80.3K	Buy	+1,565	New	+$80.1K	﹤0.01%	930
2022 Q4	$133K	Buy	+2,660	New	+$132K	0.01%	634
2022 Q3	–	Sell	-3,513	Closed	-$178K	–	1251
2022 Q2	$178K	Sell	3,513 -792	-18%	-$40.3K	0.01%	542
2022 Q1	$223K	Sell	4,305 -1,676	-28%	-$88.4K	0.02%	483
2021 Q4	$322K	Buy	+5,981	New	+$324K	0.02%	430

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

CoreCap Advisors's IGSB Position: Q2 2026 in Review

CoreCap Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 424% in Q2 2026, buying an estimated $2.64M and bringing the position to 62,256 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #192.

CoreCap Advisors first reported a position in IGSB in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.99M in Q3 2025. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

CoreCap Advisors held 62,256 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.26M as of Q2 2026.
CoreCap Advisors bought 50,384 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.64M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of CoreCap Advisors's portfolio in Q2 2026, its #192 holding.
CoreCap Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.99M in Q3 2025.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.