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

Heck Capital 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	$9.78M	Buy	186,679 +19,736	+12%	+$1.03M	0.58%	42
2026 Q1	$8.77M	Sell	166,943 -38,595	-19%	-$2.04M	0.65%	33
2025 Q4	$10.9M	Buy	205,538 +18,125	+10%	+$960K	0.81%	29
2025 Q3	$9.94M	Buy	187,413 +46,502	+33%	+$2.45M	0.77%	30
2025 Q2	$7.43M	Buy	140,911 +366	+0.3%	+$19.1K	0.64%	35
2025 Q1	$7.36M	Buy	140,545 +58,623	+72%	+$3.05M	0.83%	32
2024 Q4	$4.24M	Buy	81,922 +65,672	+404%	+$3.41M	0.49%	47
2024 Q3	$856K	Buy	16,250 +2,581	+19%	+$134K	0.1%	87
2024 Q2	$700K	Buy	13,669 +9,969	+269%	+$509K	0.09%	92
2024 Q1	$190K	Buy	+3,700	New	+$189K	0.03%	139

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

Heck Capital Advisors's IGSB Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, buying an estimated $1.03M and bringing the position to 186,679 shares worth $9.78M. The position accounts for 0.58% of the portfolio, ranked #42.

Heck Capital Advisors first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2025. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Heck Capital Advisors held 186,679 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.78M as of Q2 2026.
Heck Capital Advisors bought 19,736 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.03M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.58% of Heck Capital Advisors's portfolio in Q2 2026, its #42 holding.
Heck Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Heck Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.9M in Q4 2025.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.