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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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,007 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.
  • 1,007 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.