EFN
IGSB icon

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
Q2 		$886K Buy
16,911
+3
+0% +$157 0.25% 45
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
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

Equita Financial Network's IGSB Position: Q2 2026 in Review

Equita Financial Network increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.02% in Q2 2026, buying an estimated $157 and bringing the position to 16,911 shares worth $886K. The position accounts for 0.25% of the portfolio, ranked #45.

Equita Financial Network first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Equita Financial Network held 16,911 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $886K as of Q2 2026.
  • Equita Financial Network bought 3 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $157.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.25% of Equita Financial Network's portfolio in Q2 2026, its #45 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 12 quarters since.
  • Equita Financial Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.66M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.