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

Cornerstone 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
Q3 		$339K Sell
6,614
-1,499
-18% -$77.9K 0.03% 207
2026
Q2 		$425K Sell
8,113
-7,688
-49% -$403K 0.04% 180
2026
Q1 		$831K Buy
+15,801
New +$835K 0.08% 116

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cornerstone Advisory's IGSB Position: Q3 2026 in Review

Cornerstone Advisory reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 18% in Q3 2026, selling an estimated $77.9K and leaving 6,614 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #207.

Cornerstone Advisory first reported a position in IGSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $831K in Q1 2026. 637 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Cornerstone Advisory held 6,614 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $339K as of Q3 2026.
  • Cornerstone Advisory sold 1,499 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $77.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #207 holding.
  • Cornerstone Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Cornerstone Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $831K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.