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

FourThought Financial Partners’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	$237K	Hold	4,531	–	–	0.02%	337
2026 Q1	$238K	Hold	4,531	–	–	0.02%	322
2025 Q4	$240K	Buy	4,531 +114	+3%	+$6.04K	0.02%	396
2025 Q3	$234K	Sell	4,417 -1,683	-28%	-$88.8K	0.02%	426
2025 Q2	$322K	Buy	6,100 +24	+0.4%	+$1.25K	0.03%	227
2025 Q1	$318K	Sell	6,076 -6,662	-52%	-$346K	0.03%	234
2024 Q4	$659K	Hold	12,738	–	–	0.07%	161
2024 Q3	$671K	Buy	12,738 +344	+3%	+$17.9K	0.08%	125
2024 Q2	$635K	Buy	12,394 +339	+3%	+$17.3K	0.08%	133
2024 Q1	$618K	Sell	12,055 -134	-1%	-$6.86K	0.07%	177
2023 Q4	$625K	Sell	12,189 -7	-0.1%	-$351	0.08%	169
2023 Q3	$608K	Sell	12,196 -490	-4%	-$24.5K	0.08%	161
2023 Q2	$636K	Buy	12,686 +4,194	+49%	+$211K	0.08%	161
2023 Q1	$429K	Buy	8,492 +448	+6%	+$22.5K	0.06%	203
2022 Q4	$401K	Buy	+8,044	New	+$398K	0.06%	215

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FourThought Financial Partners's IGSB Position: Q2 2026 in Review

FourThought Financial Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 4,531 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #337.

FourThought Financial Partners first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $671K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

FourThought Financial Partners held 4,531 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $237K as of Q2 2026.
FourThought Financial Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #337 holding.
FourThought Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $671K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.