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

Financial Perspectives’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
Q3 		$66.1K Buy
1,289
+10
+0.8% +$519 0.02% 299
2026
Q2 		$67.1K Sell
1,279
-2,237
-64% -$117K 0.02% 289
2026
Q1 		$185K Buy
3,516
+23
+0.7% +$1.22K 0.05% 170
2025
Q4 		$185K Buy
3,493
+46
+1% +$2.44K 0.05% 164
2025
Q3 		$183K Sell
3,447
-879
-20% -$46.4K 0.05% 168
2025
Q2 		$228K Buy
4,326
+33
+0.8% +$1.72K 0.07% 136
2025
Q1 		$225K Sell
4,293
-86
-2% -$4.47K 0.08% 131
2024
Q4 		$226K Buy
4,379
+11
+0.3% +$572 0.08% 131
2024
Q3 		$230K Sell
4,368
-14
-0.3% -$729 0.08% 132
2024
Q2 		$225K Buy
4,382
+35
+0.8% +$1.78K 0.08% 132
2024
Q1 		$223K Buy
4,347
+21
+0.5% +$1.08K 0.08% 133
2023
Q4 		$222K Sell
4,326
-40
-0.9% -$2.01K 0.09% 134
2023
Q3 		$218K Buy
4,366
+29
+0.7% +$1.45K 0.1% 120
2023
Q2 		$218K Buy
4,337
+27
+0.6% +$1.36K 0.1% 125
2023
Q1 		$218K Buy
4,310
+16
+0.4% +$803 0.1% 112
2022
Q4 		$214K Sell
4,294
-2,781
-39% -$138K 0.11% 113
2022
Q3 		$349K Buy
7,075
+1,165
+20% +$58.8K 0.2% 76
2022
Q2 		$299K Buy
5,910
+741
+14% +$37.7K 0.17% 84
2022
Q1 		$267K Sell
5,169
-1,340
-21% -$70.6K 0.12% 106
2021
Q4 		$351K Sell
6,509
-88
-1% -$4.76K 0.17% 80
2021
Q3 		$360K Buy
6,597
+3,575
+118% +$196K 0.18% 79
2021
Q2 		$166K Sell
3,022
-69
-2% -$3.78K 0.08% 137
2021
Q1 		$169K Sell
3,091
-19
-0.6% -$1.04K 0.09% 135
2020
Q4 		$172K Buy
3,110
+1,958
+170% +$108K 0.1% 131
2020
Q3 		$63.3K Buy
+1,152
New +$63.3K 0.04% 182

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Financial Perspectives's IGSB Position: Q3 2026 in Review

Financial Perspectives increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.78% in Q3 2026, buying an estimated $519 and bringing the position to 1,289 shares worth $66.1K. The position accounts for 0.02% of the portfolio, ranked #299.

Financial Perspectives first reported a position in IGSB in Q3 2020 and has held it in 25 quarters since. The position peaked at $360K in Q3 2021. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Financial Perspectives held 1,289 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $66.1K as of Q3 2026.
  • Financial Perspectives bought 10 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $519.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #299 holding.
  • Financial Perspectives first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Financial Perspectives's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $360K in Q3 2021.
  • 736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.