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 Q2	$66.7K	Buy	1,281 +10	+0.8%	+$524	0.01%	333
2026 Q1	$66.5K	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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's IGSB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.79% in Q2 2026, buying an estimated $524 and bringing the position to 1,281 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #333.

Cornerstone Planning Group first reported a position in IGSB in Q4 2022 and has held it in 13 quarters since. The position peaked at $131K in Q4 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Cornerstone Planning Group held 1,281 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $66.7K as of Q2 2026.
Cornerstone Planning Group bought 10 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $524.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #333 holding.
Cornerstone Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $131K in Q4 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 Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.