Harbor Asset Planning
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Harbor Asset Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Harbor Asset Planning’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
Q3 		$8.17K Buy
160
+2
+1% +$104 0.01% 359
2026
Q2 		$8.26K Buy
158
+2
+1% +$105 0.01% 355
2026
Q1 		$8.19K Buy
156
+1
+0.6% +$53 0.01% 353
2025
Q4 		$8.18K Buy
155
+3
+2% +$159 0.01% 351
2025
Q3 		$8.08K Buy
152
+1
+0.7% +$53 0.01% 335
2025
Q2 		$7.98K Buy
+151
New +$7.89K 0.01% 331

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Harbor Asset Planning's IGSB Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.3% in Q3 2026, buying an estimated $104 and bringing the position to 160 shares worth $8.17K. The position accounts for 0.01% of the portfolio, ranked #359.

Harbor Asset Planning first reported a position in IGSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.26K in Q2 2026. 540 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Harbor Asset Planning held 160 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.17K as of Q3 2026.
  • Harbor Asset Planning bought 2 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $104.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #359 holding.
  • Harbor Asset Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.26K in Q2 2026.
  • 540 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.