Hennion & Walsh Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hennion & Walsh Asset Management’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	$2.12M	Buy	40,396 +1,573	+4%	+$82.5K	0.06%	369
2026 Q1	$2.04M	Sell	38,823 -8,671	-18%	-$458K	0.07%	346
2025 Q4	$2.51M	Buy	47,494 +498	+1%	+$26.4K	0.09%	301
2025 Q3	$2.49M	Sell	46,996 -31,776	-40%	-$1.68M	0.09%	290
2025 Q2	$4.16M	Sell	78,772 -1,500	-2%	-$78.4K	0.17%	145
2025 Q1	$4.2M	Sell	80,272 -22,977	-22%	-$1.19M	0.19%	135
2024 Q4	$5.34M	Sell	103,249 -598	-0.6%	-$31.1K	0.24%	92
2024 Q3	$5.47M	Sell	103,847 -15,534	-13%	-$808K	0.26%	86
2024 Q2	$6.12M	Buy	119,381 +2,385	+2%	+$122K	0.31%	57
2024 Q1	$6M	Sell	116,996 -6,054	-5%	-$310K	0.32%	59
2023 Q4	$6.31M	Buy	123,050 +5,248	+4%	+$264K	0.36%	49
2023 Q3	$5.87M	Sell	117,802 -1,328	-1%	-$66.4K	0.37%	46
2023 Q2	$5.98M	Buy	119,130 +16,169	+16%	+$815K	0.35%	57
2023 Q1	$5.2M	Buy	102,961 +3,764	+4%	+$189K	0.32%	74
2022 Q4	$4.94M	Buy	99,197 +3,737	+4%	+$185K	0.31%	78
2022 Q3	$4.7M	Buy	95,460 +4,141	+5%	+$209K	0.31%	74
2022 Q2	$4.62M	Buy	91,319 +4,743	+5%	+$241K	0.29%	84
2022 Q1	$4.48M	Buy	86,576 +10,693	+14%	+$564K	0.24%	112
2021 Q4	$4.09M	Buy	75,883 +12,589	+20%	+$682K	0.2%	135
2021 Q3	$3.46M	Buy	63,294 +9,625	+18%	+$527K	0.18%	163
2021 Q2	$2.94M	Buy	53,669 +7,061	+15%	+$387K	0.16%	185
2021 Q1	$2.55M	Buy	+46,608	New	+$2.56M	0.15%	190

Other funds holding IGSB

MMI

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

MMA

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

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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BSB

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

CIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Hennion & Walsh Asset Management's IGSB Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.1% in Q2 2026, buying an estimated $82.5K and bringing the position to 40,396 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #369.

Hennion & Walsh Asset Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.31M in Q4 2023. 334 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Hennion & Walsh Asset Management held 40,396 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.12M as of Q2 2026.
Hennion & Walsh Asset Management bought 1,573 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $82.5K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #369 holding.
Hennion & Walsh Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Hennion & Walsh Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.31M in Q4 2023.
334 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.