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Fortis Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fortis Capital Advisors’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 		$325K Buy
6,194
+262
+4% +$13.7K 0.04% 310
2026
Q1 		$312K Buy
5,932
+298
+5% +$15.8K 0.04% 295
2025
Q4 		$298K Buy
5,634
+487
+9% +$25.8K 0.04% 248
2025
Q3 		$273K Buy
+5,147
New +$272K 0.04% 236
2023
Q2 		– Sell
-207
Closed -$10.5K – 354
2023
Q1 		$10.5K Hold
207
– – 0.01% 460
2022
Q4 		$10.3K Buy
+207
New +$10.2K 0.01% 472

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

Fortis Capital Advisors's IGSB Position: Q2 2026 in Review

Fortis Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.4% in Q2 2026, buying an estimated $13.7K and bringing the position to 6,194 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #310.

Fortis Capital Advisors first reported a position in IGSB in Q4 2022 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Fortis Capital Advisors held 6,194 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $325K as of Q2 2026.
  • Fortis Capital Advisors bought 262 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #310 holding.
  • Fortis Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.