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

Cornerstone Planning 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
Q3 		– Sell
-1,281
Closed -$66.7K – 892
2026
Q2 		$66.7K Buy
1,281
+10
+0.8% +$524 0.01% 333
2026
Q1 		$66.6K Buy
1,271
+901
+244% +$47.6K 0.01% 330
2025
Q4 		$19.6K Buy
+370
New +$19.6K ﹤0.01% 593
2025
Q3 		– Sell
-38
Closed -$2.03K – 1728
2025
Q2 		$2.03K Hold
38
– – ﹤0.01% 945
2025
Q1 		$1.98K Hold
38
– – ﹤0.01% 989
2024
Q4 		$1.96K Buy
38
+1
+3% +$52 ﹤0.01% 799
2024
Q3 		$1.94K Sell
37
-655
-95% -$34.1K ﹤0.01% 781
2024
Q2 		$36K Buy
692
+6
+0.9% +$306 0.01% 238
2024
Q1 		$34.9K Buy
686
+3
+0.4% +$154 0.01% 214
2023
Q4 		$35K Sell
683
-1,791
-72% -$89.9K 0.01% 231
2023
Q3 		$123K Sell
2,474
-60
-2% -$3K 0.05% 105
2023
Q2 		$127K Buy
+2,534
New +$128K 0.05% 114
2022
Q4 		$131K Buy
+2,585
New +$128K 0.05% 128

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
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
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cornerstone Planning Group's IGSB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026, closing a stake of 1,281 shares — an estimated $66.7K sold.

Cornerstone Planning Group first reported a position in IGSB in Q4 2022 and held it in 13 quarters. The position peaked at $131K in Q4 2022. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,281 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $66.7K.
  • Cornerstone Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $131K in Q4 2022.
  • 325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.