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Eley Financial Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Eley Financial Management’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 		$4.17M Buy
79,472
+5,050
+7% +$265K 1.35% 29
2026
Q1 		$3.91M Buy
+74,422
New +$3.93M 1.41% 26
2023
Q4 		– Sell
-249,657
Closed -$12.4M – 70
2023
Q3 		$12.4M Sell
249,657
-614
-0.2% -$30.7K 6.34% 3
2023
Q2 		$12.6M Buy
250,271
+6,747
+3% +$340K 6.11% 3
2023
Q1 		$12.3M Buy
243,524
+185
+0.1% +$9.29K 6.36% 3
2022
Q4 		$12.1M Buy
+243,339
New +$12M 6.53% 3

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

Eley Financial Management's IGSB Position: Q2 2026 in Review

Eley Financial Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.8% in Q2 2026, buying an estimated $265K and bringing the position to 79,472 shares worth $4.17M. The position accounts for 1.35% of the portfolio, ranked #29.

Eley Financial Management first reported a position in IGSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $12.6M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Eley Financial Management held 79,472 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.17M as of Q2 2026.
  • Eley Financial Management bought 5,050 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $265K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.35% of Eley Financial Management's portfolio in Q2 2026, its #29 holding.
  • Eley Financial Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Eley Financial Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $12.6M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.