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

Equita Financial Network’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 Q1	$889K	Sell	16,908 -267	-2%	-$14.1K	0.28%	43
2025 Q4	$908K	Sell	17,175 -1,378	-7%	-$73K	0.27%	47
2025 Q3	$984K	Sell	18,553 -1,159	-6%	-$61.2K	0.33%	38
2025 Q2	$1.04M	Sell	19,712 -634	-3%	-$33.1K	0.41%	35
2025 Q1	$1.07M	Sell	20,346 -537	-3%	-$27.9K	0.37%	42
2024 Q4	$1.08M	Buy	20,883 +1,146	+6%	+$59.6K	0.39%	41
2024 Q3	$1.04M	Buy	19,737 +2	+0%	+$104	0.38%	40
2024 Q2	$1.01M	Sell	19,735 -12,008	-38%	-$613K	0.42%	39
2024 Q1	$1.63M	Sell	31,743 -689	-2%	-$35.3K	0.73%	29
2023 Q4	$1.66M	Buy	32,432 +16,062	+98%	+$807K	0.89%	28
2023 Q3	$816K	Buy	+16,370	New	+$819K	0.5%	37

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Equita Financial Network's IGSB Position: Q1 2026 in Review

Equita Financial Network reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q1 2026, selling an estimated $14.1K and leaving 16,908 shares worth $889K. The position accounts for 0.28% of the portfolio, ranked #43.

Equita Financial Network first reported a position in IGSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Equita Financial Network held 16,908 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $889K as of Q1 2026.
Equita Financial Network sold 267 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $14.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Equita Financial Network's portfolio in Q1 2026, its #43 holding.
Equita Financial Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.66M in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.