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Great Valley Advisor Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Great Valley Advisor Group’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
Q1 		$1.47M Sell
28,021
-4,376
-14% -$231K 0.03% 442
2025
Q4 		$1.71M Buy
32,397
+14,964
+86% +$792K 0.03% 378
2025
Q3 		$924K Sell
17,433
-11,074
-39% -$585K 0.02% 486
2025
Q2 		$1.5M Buy
28,507
+2,286
+9% +$119K 0.03% 374
2025
Q1 		$1.37M Sell
26,221
-1,367
-5% -$71.1K 0.03% 380
2024
Q4 		$1.43M Sell
27,588
-10,622
-28% -$552K 0.03% 375
2024
Q3 		$2.01M Sell
38,210
-791
-2% -$41.2K 0.05% 306
2024
Q2 		$2M Buy
39,001
+862
+2% +$44K 0.06% 282
2024
Q1 		$1.96M Sell
38,139
-29,810
-44% -$1.53M 0.06% 283
2023
Q4 		$3.48M Sell
67,949
-5,896
-8% -$296K 0.12% 181
2023
Q3 		$3.68M Sell
73,845
-915
-1% -$45.8K 0.15% 156
2023
Q2 		$3.75M Sell
74,760
-3,088
-4% -$156K 0.16% 156
2023
Q1 		$3.93M Sell
77,848
-483
-0.6% -$24.2K 0.18% 140
2022
Q4 		$3.9M Buy
78,331
+35,412
+83% +$1.75M 0.2% 126
2022
Q3 		$2.12M Sell
42,919
-5,005
-10% -$253K 0.12% 185
2022
Q2 		$2.42M Sell
47,924
-367
-0.8% -$18.7K 0.13% 169
2022
Q1 		$2.5M Sell
48,291
-4,328
-8% -$228K 0.15% 174
2021
Q4 		$2.83M Buy
52,619
+946
+2% +$51.2K 0.18% 145
2021
Q3 		$2.82M Buy
51,673
+1,000
+2% +$54.8K 0.19% 134
2021
Q2 		$2.78M Buy
+50,673
New +$2.78M 0.21% 128

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Great Valley Advisor Group's IGSB Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q1 2026, selling an estimated $231K and leaving 28,021 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #442.

Great Valley Advisor Group first reported a position in IGSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.93M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Great Valley Advisor Group held 28,021 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.47M as of Q1 2026.
  • Great Valley Advisor Group sold 4,376 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $231K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #442 holding.
  • Great Valley Advisor Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.93M in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.