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

Grey Fox Wealth 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 		$253K Sell
4,832
-326
-6% -$17.1K 0.04% 151
2026
Q1 		$271K Sell
5,158
-581
-10% -$30.7K 0.05% 119
2025
Q4 		$303K Sell
5,739
-7,996
-58% -$423K 0.06% 107
2025
Q3 		$728K Sell
13,735
-189
-1% -$9.98K 0.15% 72
2025
Q2 		$735K Sell
13,924
-1,182
-8% -$61.8K 0.18% 70
2025
Q1 		$791K Buy
15,106
+5
+0% +$260 0.21% 69
2024
Q4 		$781K Sell
15,101
-147
-1% -$7.64K 0.21% 68
2024
Q3 		$803K Sell
15,248
-554
-4% -$28.8K 0.22% 65
2024
Q2 		$810K Sell
15,802
-22
-0.1% -$1.12K 0.28% 56
2024
Q1 		$811K Sell
15,824
-80
-0.5% -$4.09K 0.31% 54
2023
Q4 		$815K Sell
15,904
-2,507
-14% -$126K 0.35% 49
2023
Q3 		$917K Buy
18,411
+5,108
+38% +$256K 0.46% 46
2023
Q2 		$667K Buy
13,303
+2,577
+24% +$130K 0.34% 51
2023
Q1 		$542K Sell
10,726
-1,809
-14% -$90.8K 0.32% 53
2022
Q4 		$624K Buy
+12,535
New +$621K 0.41% 44

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

Grey Fox Wealth Advisors's IGSB Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q2 2026, selling an estimated $17.1K and leaving 4,832 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #151.

Grey Fox Wealth Advisors first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $917K in Q3 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Grey Fox Wealth Advisors held 4,832 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $253K as of Q2 2026.
  • Grey Fox Wealth Advisors sold 326 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Grey Fox Wealth Advisors 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.
  • Grey Fox Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $917K in Q3 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.