FIA
IGSB icon

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

Foundations Investment 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 		$243K Sell
4,629
-3,440
-43% -$180K ﹤0.01% 1066
2026
Q1 		$424K Buy
8,069
+2,386
+42% +$126K 0.01% 767
2025
Q4 		$300K Buy
5,683
+1,041
+22% +$55.1K ﹤0.01% 892
2025
Q3 		$246K Buy
4,642
+211
+5% +$11.1K ﹤0.01% 925
2025
Q2 		$234K Buy
4,431
+297
+7% +$15.5K ﹤0.01% 827
2025
Q1 		$216K Sell
4,134
-984
-19% -$51.2K ﹤0.01% 803
2024
Q4 		$265K Buy
5,118
+349
+7% +$18.1K 0.01% 693
2024
Q3 		$251K Buy
4,769
+266
+6% +$13.8K 0.01% 686
2024
Q2 		$231K Buy
+4,503
New +$230K 0.01% 684
2024
Q1 		– Sell
-4,494
Closed -$231K – 727
2023
Q4 		$231K Sell
4,494
-2,560
-36% -$129K 0.01% 612
2023
Q3 		$351K Sell
7,054
-179
-2% -$8.96K 0.01% 476
2023
Q2 		$363K Sell
7,233
-16,518
-70% -$832K 0.01% 429
2023
Q1 		$1.2M Buy
+23,751
New +$1.19M 0.04% 213
2022
Q1 		– Sell
-22,188
Closed -$1.19M – 357
2021
Q4 		$1.19M Sell
22,188
-28,696
-56% -$1.55M 0.04% 110
2021
Q3 		$2.78M Sell
50,884
-81,420
-62% -$4.46M 0.12% 63
2021
Q2 		$7.25M Buy
132,304
+34,145
+35% +$1.87M 0.35% 35
2021
Q1 		$5.37M Buy
98,159
+50,601
+106% +$2.78M 0.31% 34
2020
Q4 		$2.62M Buy
47,558
+14,149
+42% +$778K 0.17% 42
2020
Q3 		$1.83M Buy
33,409
+16,814
+101% +$924K 0.4% 40
2020
Q2 		$909K Buy
+16,595
New +$894K 0.08% 83

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

Foundations Investment Advisors's IGSB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 43% in Q2 2026, selling an estimated $180K and leaving 4,629 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Foundations Investment Advisors first reported a position in IGSB in Q2 2020 and has held it in 20 quarters since. The position peaked at $7.25M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Foundations Investment Advisors held 4,629 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $243K as of Q2 2026.
  • Foundations Investment Advisors sold 3,440 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1066 holding.
  • Foundations Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Foundations Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.25M in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.