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

Fiduciary Alliance’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	$906K	Buy	17,279 +4,129	+31%	+$216K	0.06%	280
2026 Q1	$692K	Buy	13,150 +310	+2%	+$16.4K	0.04%	315
2025 Q4	$679K	Buy	12,840 +976	+8%	+$51.7K	0.04%	294
2025 Q3	$629K	Sell	11,864 -683	-5%	-$36.1K	0.04%	303
2025 Q2	$662K	Sell	12,547 -41,996	-77%	-$2.19M	0.05%	280
2025 Q1	$2.86M	Buy	54,543 +800	+1%	+$41.6K	0.28%	83
2024 Q4	$2.78M	Buy	53,743 +2,953	+6%	+$154K	0.28%	86
2024 Q3	$2.67M	Buy	50,790 +44,231	+674%	+$2.3M	0.35%	73
2024 Q2	$335K	Buy	6,559 +120	+2%	+$6.12K	0.05%	155
2024 Q1	$328K	Buy	6,439 +1,470	+30%	+$75.2K	0.06%	146
2023 Q4	$255K	Buy	+4,969	New	+$250K	0.05%	159
2023 Q3	–	Sell	-1,819	Closed	-$91.3K	–	523
2023 Q2	$91.3K	Buy	+1,819	New	+$91.6K	0.02%	228
2023 Q1	–	Sell	-152	Closed	-$7.57K	–	466
2022 Q4	$7.57K	Buy	+152	New	+$7.53K	﹤0.01%	462

Other funds holding IGSB

MMI

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

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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

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

CIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

JSA

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

NAG

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

Fiduciary Alliance's IGSB Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 31% in Q2 2026, buying an estimated $216K and bringing the position to 17,279 shares worth $906K. The position accounts for 0.06% of the portfolio, ranked #280.

Fiduciary Alliance first reported a position in IGSB in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.86M in Q1 2025. 182 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Fiduciary Alliance held 17,279 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $906K as of Q2 2026.
Fiduciary Alliance bought 4,129 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $216K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #280 holding.
Fiduciary Alliance first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.86M in Q1 2025.
182 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.