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

Curtis 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
Q1 		$684K Buy
13,005
+764
+6% +$40.4K 0.15% 75
2025
Q4 		$647K Buy
12,241
+295
+2% +$15.6K 0.14% 77
2025
Q3 		$633K Buy
11,946
+100
+0.8% +$5.28K 0.14% 69
2025
Q2 		$625K Sell
11,846
-1,240
-9% -$64.8K 0.16% 68
2025
Q1 		$685K Buy
13,086
+1,197
+10% +$62.2K 0.2% 60
2024
Q4 		$615K Buy
11,889
+5,331
+81% +$277K 0.16% 62
2024
Q3 		$345K Buy
6,558
+654
+11% +$34K 0.1% 75
2024
Q2 		$303K Buy
5,904
+135
+2% +$6.89K 0.11% 76
2024
Q1 		$296K Buy
5,769
+194
+3% +$9.93K 0.11% 77
2023
Q4 		$286K Sell
5,575
-4,700
-46% -$236K 0.13% 76
2023
Q3 		$512K Buy
10,275
+64
+0.6% +$3.2K 0.17% 58
2023
Q2 		$512K Sell
10,211
-5,113
-33% -$258K 0.16% 58
2023
Q1 		$774K Sell
15,324
-2,458
-14% -$123K 0.28% 42
2022
Q4 		$886K Buy
17,782
+4,347
+32% +$215K 0.35% 33
2022
Q3 		$662K Sell
13,435
-1,058
-7% -$53.4K 0.27% 42
2022
Q2 		$733K Buy
14,493
+9,898
+215% +$504K 0.29% 41
2022
Q1 		$238K Buy
4,595
+190
+4% +$10K 0.08% 80
2021
Q4 		$237K Buy
+4,405
New +$238K 0.08% 77

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curtis Advisory Group's IGSB Position: Q1 2026 in Review

Curtis Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.2% in Q1 2026, buying an estimated $40.4K and bringing the position to 13,005 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #75.

Curtis Advisory Group first reported a position in IGSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $886K in Q4 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Curtis Advisory Group held 13,005 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $684K as of Q1 2026.
  • Curtis Advisory Group bought 764 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $40.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Curtis Advisory Group's portfolio in Q1 2026, its #75 holding.
  • Curtis Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Curtis Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $886K in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.