E&G Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

E&G Advisors’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	$2.83M	Buy	54,075 +3,250	+6%	+$170K	0.55%	35
2026 Q1	$2.67M	Hold	50,825	–	–	0.59%	31
2025 Q4	$2.69M	Sell	50,825 -250	-0.5%	-$13.2K	0.6%	32
2025 Q3	$2.71M	Buy	51,075 +130	+0.3%	+$6.86K	0.63%	31
2025 Q2	$2.69M	Sell	50,945 -300	-0.6%	-$15.7K	0.7%	27
2025 Q1	$2.68M	Hold	51,245	–	–	0.76%	23
2024 Q4	$2.65M	Buy	51,245 +8,350	+19%	+$434K	0.72%	26
2024 Q3	$2.26M	Buy	42,895 +8,670	+25%	+$451K	0.63%	32
2024 Q2	$1.75M	Buy	34,225 +1,465	+4%	+$74.7K	0.52%	39
2024 Q1	$1.68M	Buy	+32,760	New	+$1.68M	0.53%	40

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

E&G Advisors's IGSB Position: Q2 2026 in Review

E&G Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.4% in Q2 2026, buying an estimated $170K and bringing the position to 54,075 shares worth $2.83M. The position accounts for 0.55% of the portfolio, ranked #35.

E&G Advisors first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

E&G Advisors held 54,075 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.83M as of Q2 2026.
E&G Advisors bought 3,250 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $170K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.55% of E&G Advisors's portfolio in Q2 2026, its #35 holding.
E&G Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.