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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
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% +$1.07K 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
-165,979
-98% -$9.09M 0.08% 137
2021
Q1 		$3.09M Buy
169,001
+165,891
+5,334% +$9.11M 0.15% 109
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Financial Perspectives's IGSB Position: Q2 2026 in Review

Financial Perspectives reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 64% in Q2 2026, selling an estimated $117K and leaving 1,279 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #289.

Financial Perspectives first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.09M in Q1 2021. 470 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Financial Perspectives held 1,279 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $67.1K as of Q2 2026.
  • Financial Perspectives sold 2,237 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $117K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #289 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 24 quarters since.
  • Financial Perspectives's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.09M in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.