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

Enclave 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	$799K	Sell	15,250 -35,237	-70%	-$1.85M	0.1%	78
2026 Q1	$2.65M	Sell	50,487 -1,046	-2%	-$55.3K	0.38%	48
2025 Q4	$2.73M	Buy	51,533 +15,599	+43%	+$826K	0.39%	47
2025 Q3	$1.91M	Buy	35,934 +13,098	+57%	+$691K	0.29%	47
2025 Q2	$1.2M	Buy	22,836 +1,895	+9%	+$99K	0.19%	55
2025 Q1	$1.1M	Sell	20,941 -10,400	-33%	-$541K	0.19%	57
2024 Q4	$1.62M	Sell	31,341 -3,557	-10%	-$185K	0.27%	48
2024 Q3	$1.84M	Buy	+34,898	New	+$1.82M	0.31%	44

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return