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

Csenge Advisory 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 		$211K Sell
4,026
-8
-0.2% -$419 0.01% 720
2026
Q1 		$212K Buy
+4,034
New +$213K 0.01% 691
2025
Q4 		– Sell
-4,080
Closed -$216K – 733
2025
Q3 		$216K Buy
+4,080
New +$215K 0.01% 641
2025
Q1 		– Sell
-4,372
Closed -$226K – 701
2024
Q4 		$226K Sell
4,372
-223
-5% -$11.6K 0.01% 626
2024
Q3 		$240K Buy
4,595
+492
+12% +$25.6K 0.01% 625
2024
Q2 		$210K Sell
4,103
-1,762
-30% -$89.9K 0.01% 615
2024
Q1 		$301K Sell
5,865
-1,374
-19% -$70.3K 0.02% 546
2023
Q4 		$371K Sell
7,239
-6,642
-48% -$334K 0.02% 478
2023
Q3 		$692K Sell
13,881
-7,956
-36% -$398K 0.05% 292
2023
Q2 		$1.1M Sell
21,837
-1,990
-8% -$100K 0.07% 200
2023
Q1 		$1.2M Sell
23,827
-35,092
-60% -$1.76M 0.09% 178
2022
Q4 		$2.94M Buy
58,919
+26,453
+81% +$1.31M 0.23% 82
2022
Q3 		$1.6M Sell
32,466
-4,130
-11% -$208K 0.13% 146
2022
Q2 		$1.85M Sell
36,596
-2,721
-7% -$139K 0.16% 128
2022
Q1 		$2.03M Sell
39,317
-52,637
-57% -$2.77M 0.16% 113
2021
Q4 		$5.03M Buy
91,954
+5,179
+6% +$280K 0.45% 45
2021
Q3 		$4.74M Sell
86,775
-5,179
-6% -$284K 0.4% 52
2021
Q2 		$5.03M Buy
91,954
+4,963
+6% +$272K 0.45% 45
2021
Q1 		$4.76M Buy
86,991
+40,424
+87% +$2.22M 0.49% 44
2020
Q4 		$2.57M Sell
46,567
-37,162
-44% -$2.04M 0.31% 61
2020
Q3 		$4.59M Buy
+83,729
New +$4.6M 0.63% 33
2018
Q4 		– Sell
-468
Closed -$24K – 779
2018
Q3 		$24K Buy
+468
New +$24.3K 0.01% 367

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Csenge Advisory Group's IGSB Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.2% in Q2 2026, selling an estimated $419 and leaving 4,026 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #720.

Csenge Advisory Group first reported a position in IGSB in Q3 2018 and has held it in 22 quarters since. The position peaked at $5.03M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Csenge Advisory Group held 4,026 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $211K as of Q2 2026.
  • Csenge Advisory Group sold 8 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $419.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #720 holding.
  • Csenge Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 22 quarters since.
  • Csenge Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.03M in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.