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

Harbor Investment Advisory’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	$18.3K	Hold	350	–	–	﹤0.01%	960
2026 Q1	$18.4K	Sell	350 -500	-59%	-$26.4K	﹤0.01%	799
2025 Q4	$44.9K	Buy	850 +500	+143%	+$26.5K	﹤0.01%	680
2025 Q3	$18.6K	Hold	350	–	–	﹤0.01%	801
2025 Q2	$18.5K	Hold	350	–	–	﹤0.01%	794
2025 Q1	$18.3K	Hold	350	–	–	﹤0.01%	779
2024 Q4	$18.1K	Hold	350	–	–	﹤0.01%	765
2024 Q3	$18.4K	Hold	350	–	–	﹤0.01%	762
2024 Q2	$17.9K	Hold	350	–	–	﹤0.01%	757
2024 Q1	$17.9K	Hold	350	–	–	﹤0.01%	752
2023 Q4	$17.9K	Hold	350	–	–	﹤0.01%	734
2023 Q3	$17.4K	Hold	350	–	–	﹤0.01%	716
2023 Q2	$17.6K	Hold	350	–	–	﹤0.01%	917
2023 Q1	$17.7K	Hold	350	–	–	﹤0.01%	931
2022 Q4	$17.4K	Hold	350	–	–	﹤0.01%	923
2022 Q3	$17K	Hold	350	–	–	﹤0.01%	940
2022 Q2	$18K	Hold	350	–	–	﹤0.01%	923
2022 Q1	$18K	Hold	350	–	–	﹤0.01%	954
2021 Q4	$19K	Buy	+350	New	+$18.9K	﹤0.01%	946

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return