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

Essex Financial Services’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	$532K	Hold	10,152	–	–	0.03%	470
2026 Q1	$534K	Hold	10,152	–	–	0.03%	441
2025 Q4	$537K	Hold	10,152	–	–	0.03%	420
2025 Q3	$538K	Hold	10,152	–	–	0.03%	406
2025 Q2	$536K	Hold	10,152	–	–	0.04%	394
2025 Q1	$532K	Hold	10,152	–	–	0.04%	372
2024 Q4	$525K	Sell	10,152 -730	-7%	-$37.9K	0.04%	369
2024 Q3	$567K	Buy	10,882 +5	+0%	+$260	0.04%	353
2024 Q2	$564K	Buy	+10,877	New	+$555K	0.04%	351

Other funds holding IGSB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Essex Financial Services's IGSB Position: Q2 2026 in Review

Essex Financial Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 10,152 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #470.

Essex Financial Services first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $567K in Q3 2024. 823 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Essex Financial Services held 10,152 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $532K as of Q2 2026.
Essex Financial Services left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #470 holding.
Essex Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Essex Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $567K in Q3 2024.
823 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.