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	0.36%	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

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

Enclave Advisors's IGSB Position: Q2 2026 in Review

Enclave Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 70% in Q2 2026, selling an estimated $1.85M and leaving 15,250 shares worth $799K. The position accounts for 0.1% of the portfolio, ranked #78.

Enclave Advisors first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Enclave Advisors held 15,250 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $799K as of Q2 2026.
Enclave Advisors sold 35,237 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Enclave Advisors's portfolio in Q2 2026, its #78 holding.
Enclave Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.73M in Q4 2025.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.