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 Q3	$3.32M	Buy	64,743 +22,932	+55%	+$1.19M	0.35%	41
2026 Q2	$2.19M	Buy	41,811 +1,392	+3%	+$73K	0.24%	47
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Howard Financial Services's IGSB Position: Q3 2026 in Review

Howard Financial Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 55% in Q3 2026, buying an estimated $1.19M and bringing the position to 64,743 shares worth $3.32M. The position accounts for 0.35% of the portfolio, ranked #41.

Howard Financial Services first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. 455 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Howard Financial Services held 64,743 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.32M as of Q3 2026.
Howard Financial Services bought 22,932 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.19M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Howard Financial Services's portfolio in Q3 2026, its #41 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 8 quarters since.
455 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.