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

Financial Freedom LLC’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 		– Sell
-596
Closed -$31.3K – 240
2026
Q1 		$31.3K Buy
596
+252
+73% +$13.3K 0.02% 198
2025
Q4 		$18.2K Buy
344
+6
+2% +$318 0.01% 234
2025
Q3 		$17.9K Buy
338
+3
+0.9% +$158 0.01% 241
2025
Q2 		$17.7K Buy
335
+4
+1% +$209 0.01% 236
2025
Q1 		$17.3K Buy
331
+2
+0.6% +$104 0.01% 238
2024
Q4 		$17K Buy
329
+5
+2% +$260 0.01% 235
2024
Q3 		$17.1K Buy
324
+3
+0.9% +$156 0.01% 233
2024
Q2 		$16.4K Buy
321
+3
+0.9% +$153 0.01% 236
2024
Q1 		$16.3K Buy
318
+2
+0.6% +$102 0.01% 241
2023
Q4 		$16.2K Buy
316
+4
+1% +$201 0.01% 240
2023
Q3 		$15.5K Buy
312
+3
+1% +$150 0.01% 243
2023
Q2 		$15.5K Sell
309
-19
-6% -$957 0.01% 238
2023
Q1 		$16.6K Buy
+328
New +$16.5K 0.01% 226

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

Financial Freedom LLC's IGSB Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 596 shares — an estimated $31.3K sold.

Financial Freedom LLC first reported a position in IGSB in Q1 2023 and held it in 13 quarters. The position peaked at $31.3K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 596 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.3K.
  • Financial Freedom LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 13 quarters.
  • Financial Freedom LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $31.3K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.