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BFC Planning, Inc.’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

BFC Planning, Inc.’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 		$96.6K Buy
1,843
+488
+36% +$25.6K ﹤0.01% 1255
2026
Q1 		$71.2K Sell
1,355
-12
-0.9% -$634 ﹤0.01% 1218
2025
Q4 		$72.3K Buy
1,367
+60
+5% +$3.18K ﹤0.01% 1218
2025
Q3 		$69.3K Buy
1,307
+151
+13% +$7.97K 0.01% 1054
2025
Q2 		$61K Buy
1,156
+199
+21% +$10.4K ﹤0.01% 1045
2025
Q1 		$50.1K Sell
957
-66
-6% -$3.43K ﹤0.01% 1104
2024
Q4 		$52.9K Buy
+1,023
New +$53.2K ﹤0.01% 1085

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
EP Wealth Advisors
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
Allstate Corporation
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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s IGSB Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 36% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,843 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

BFC Planning, Inc. first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • BFC Planning, Inc. held 1,843 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $96.6K as of Q2 2026.
  • BFC Planning, Inc. bought 488 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1255 holding.
  • BFC Planning, Inc. first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.