Howard Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Howard Financial Services’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	$2.27M	Buy	43,221 +2,802	+7%	+$147K	0.23%	50
2026 Q1	$2.12M	Buy	40,419 +3,895	+11%	+$206K	0.24%	47
2025 Q4	$1.93M	Buy	36,524 +22,351	+158%	+$1.18M	0.23%	51
2025 Q3	$752K	Buy	14,173 +4,075	+40%	+$215K	0.09%	80
2025 Q2	$533K	Buy	10,098 +6,182	+158%	+$323K	0.07%	98
2025 Q1	$205K	Buy	+3,916	New	+$204K	0.03%	172
2024 Q4	–	Sell	-3,814	Closed	-$201K	–	190
2024 Q3	$201K	Buy	+3,814	New	+$198K	0.03%	162

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Howard Financial Services's IGSB Position: Q2 2026 in Review

Howard Financial Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.9% in Q2 2026, buying an estimated $147K and bringing the position to 43,221 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #50.

Howard Financial Services first reported a position in IGSB in Q3 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Howard Financial Services held 43,221 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.27M as of Q2 2026.
Howard Financial Services bought 2,802 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $147K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of Howard Financial Services's portfolio in Q2 2026, its #50 holding.
Howard Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.