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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$907K Buy
+17,303
New +$907K 0.35% 53
2025
Q3
– Sell
-30,925
Closed -$1.63M – 66
2025
Q2
$1.63M Buy
30,925
+22,503
+267% +$1.18M 0.65% 36
2025
Q1
$441K Buy
+8,422
New +$438K 0.19% 51

Other funds holding IGSB

Elevation Capital Advisory's IGSB Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 17,303 shares worth $907K. The stake represents 0.35% of the portfolio and ranks #53 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in IGSB as recently as Q2 2025.

Elevation Capital Advisory first reported a position in IGSB in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Elevation Capital Advisory held 17,303 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $907K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Elevation Capital Advisory position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Elevation Capital Advisory's portfolio in Q2 2026, its #53 holding.
  • Elevation Capital Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Elevation Capital Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.63M in Q2 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.