Costello Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Costello Asset Management’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	–	Sell	-282	Closed	-$14.8K	–	714
2026 Q1	$14.8K	Hold	282	–	–	0.01%	429
2025 Q4	$14.9K	Hold	282	–	–	﹤0.01%	415
2025 Q3	$15K	Hold	282	–	–	0.01%	414
2025 Q2	$14.9K	Hold	282	–	–	0.01%	420
2025 Q1	$14.8K	Buy	+282	New	+$14.7K	0.01%	397
2022 Q1	–	Sell	-169	Closed	-$9K	–	251
2021 Q4	$9K	Hold	169	–	–	0.01%	176
2021 Q3	$9K	Hold	169	–	–	0.01%	178
2021 Q2	$9K	Hold	169	–	–	0.01%	180
2021 Q1	$9K	Hold	169	–	–	0.01%	197
2020 Q4	$9K	Hold	169	–	–	0.01%	184
2020 Q3	$9K	Hold	169	–	–	0.01%	167
2020 Q2	$9K	Buy	+169	New	+$9.1K	0.01%	159

Other funds holding IGSB

MMI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Costello Asset Management's IGSB Position: Q2 2026 in Review

Costello Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 282 shares — an estimated $14.8K sold.

Costello Asset Management first reported a position in IGSB in Q2 2020 and held it in 12 quarters. The position peaked at $15K in Q3 2025. 542 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Costello Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Costello Asset Management sold 282 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.8K.
Costello Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 12 quarters.
Costello Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15K in Q3 2025.
542 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.