Guidance Point Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Guidance Point 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	$1.25M	Buy	23,841 +12,165	+104%	+$638K	0.26%	39
2026 Q1	$614K	Buy	11,676 +5,491	+89%	+$290K	0.15%	48
2025 Q4	$327K	Buy	+6,185	New	+$327K	0.08%	72
2023 Q2	–	Sell	-6,593	Closed	-$333K	–	78
2023 Q1	$333K	Sell	6,593 -3,218	-33%	-$162K	0.13%	59
2022 Q4	$489K	Sell	9,811 -21,656	-69%	-$1.07M	0.21%	49
2022 Q3	$1.55M	Sell	31,467 -4,001	-11%	-$202K	0.71%	33
2022 Q2	$1.79M	Buy	35,468 +2,862	+9%	+$146K	0.77%	32
2022 Q1	$1.69M	Buy	32,606 +2,362	+8%	+$125K	0.64%	35
2021 Q4	$1.63M	Buy	30,244 +5,692	+23%	+$308K	0.59%	31
2021 Q3	$1.34M	Buy	24,552 +69	+0.3%	+$3.78K	0.49%	33
2021 Q2	$1.34M	Buy	24,483 +78	+0.3%	+$4.27K	0.52%	33
2021 Q1	$1.33M	Buy	24,405 +2,707	+12%	+$149K	0.55%	33
2020 Q4	$1.2M	Buy	+21,698	New	+$1.19M	0.55%	34

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 22.96% 1-Year Est. Return

Guidance Point Advisors's IGSB Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 104% in Q2 2026, buying an estimated $638K and bringing the position to 23,841 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #39.

Guidance Point Advisors first reported a position in IGSB in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.79M in Q2 2022. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Guidance Point Advisors held 23,841 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
Guidance Point Advisors bought 12,165 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $638K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.26% of Guidance Point Advisors's portfolio in Q2 2026, its #39 holding.
Guidance Point Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Guidance Point Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.79M in Q2 2022.
1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.