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

GEN Financial Management’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	–	Sell	-6,751	Closed	-$355K	–	53
2026 Q1	$355K	Hold	6,751	–	–	0.22%	39
2025 Q4	$357K	Hold	6,751	–	–	0.22%	38
2025 Q3	$358K	Sell	6,751 -198	-3%	-$10.5K	0.31%	35
2025 Q2	$367K	Hold	6,949	–	–	0.3%	34
2025 Q1	$364K	Sell	6,949 -17,285	-71%	-$899K	0.25%	33
2024 Q4	$1.25M	Buy	+24,234	New	+$1.26M	0.81%	13

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

GEN Financial Management's IGSB Position: Q2 2026 in Review

GEN Financial Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 6,751 shares — an estimated $355K sold.

GEN Financial Management first reported a position in IGSB in Q4 2024 and held it in 6 quarters. The position peaked at $1.25M in Q4 2024. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

GEN Financial Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 6,751 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $355K.
GEN Financial Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.25M in Q4 2024.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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