Elevated Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Elevated Capital 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	$157	Hold	3	–	–	﹤0.01%	837
2026 Q1	$158	Sell	3 -2,505	-100%	-$132K	﹤0.01%	832
2025 Q4	$133K	Buy	+2,508	New	+$133K	0.03%	282
2025 Q1	–	Sell	-4,020	Closed	-$208K	–	258
2024 Q4	$208K	Buy	+4,020	New	+$209K	0.06%	257
2024 Q2	–	Sell	-6,851	Closed	-$351K	–	239
2024 Q1	$351K	Buy	+6,851	New	+$351K	0.1%	151
2023 Q3	–	Sell	-14,111	Closed	-$708K	–	174
2023 Q2	$708K	Sell	14,111 -1,110	-7%	-$55.9K	0.24%	113
2023 Q1	$769K	Sell	15,221 -3,454	-18%	-$173K	0.28%	104
2022 Q4	$930K	Sell	18,675 -2,805	-13%	-$139K	0.35%	83
2022 Q3	$1.06M	Buy	+21,480	New	+$1.08M	0.42%	86
2022 Q1	$2.46M	Buy	+47,483	New	+$2.5M	0.81%	34
2021 Q3	$2.97M	Buy	+54,276	New	+$2.97M	1.02%	23
2021 Q1	$3.75M	Buy	68,454 +23,118	+51%	+$1.27M	1.45%	15
2020 Q4	$2.5M	Buy	45,336 +1,279	+3%	+$70.3K	1.08%	23
2020 Q3	$2.42M	Sell	44,057 -449	-1%	-$24.7K	1.13%	24
2020 Q2	$2.45M	Buy	+44,506	New	+$2.4M	1.15%	24
2019 Q4	$667K	Buy	+12,439	New	+$667K	0.74%	41
2019 Q1	$1.4M	Buy	+26,100	New	+$1.36M	0.93%	32

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

Elevated Capital Advisors's IGSB Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 3 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Elevated Capital Advisors first reported a position in IGSB in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.75M in Q1 2021. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Elevated Capital Advisors held 3 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $157 as of Q2 2026.
Elevated Capital Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #837 holding.
Elevated Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 17 quarters since.
Elevated Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.75M in Q1 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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.