IFG Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

IFG Advisory’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	$816K	Sell	15,938 -1,902	-11%	-$98.8K	0.03%	485
2026 Q2	$935K	Buy	+17,840	New	+$935K	0.03%	445
2026 Q1	–	Sell	-15,149	Closed	-$801K	–	599
2025 Q4	$801K	Buy	15,149 +143	+1%	+$7.57K	0.03%	414
2025 Q3	$796K	Sell	15,006 -1,813	-11%	-$95.7K	0.04%	402
2025 Q2	$887K	Sell	16,819 -170	-1%	-$8.88K	0.04%	375
2025 Q1	$890K	Buy	16,989 +118	+0.7%	+$6.14K	0.05%	344
2024 Q4	$872K	Buy	16,871 +121	+0.7%	+$6.29K	0.05%	324
2024 Q3	$882K	Sell	16,750 -934	-5%	-$48.6K	0.06%	284
2024 Q2	$906K	Sell	17,684 -1,627	-8%	-$83K	0.06%	297
2024 Q1	$990K	Buy	19,311 +2,208	+13%	+$113K	0.07%	250
2023 Q4	$877K	Buy	17,103 +1,588	+10%	+$79.7K	0.06%	268
2023 Q3	$773K	Buy	15,515 +4,226	+37%	+$211K	0.07%	262
2023 Q2	$566K	Buy	11,289 +894	+9%	+$45K	0.05%	267
2023 Q1	$525K	Sell	10,395 -1,071	-9%	-$53.8K	0.05%	312
2022 Q4	$571K	Buy	11,466 +4,619	+67%	+$229K	0.06%	291
2022 Q3	$337K	Buy	+6,847	New	+$346K	0.03%	386
2021 Q4	–	Sell	-14,545	Closed	-$794K	–	506
2021 Q3	$794K	Buy	14,545 +173	+1%	+$9.48K	0.09%	218
2021 Q2	$787K	Buy	14,372 +8,995	+167%	+$493K	0.09%	224
2021 Q1	$294K	Buy	+5,377	New	+$295K	0.04%	398
2019 Q3	–	Sell	-7,322	Closed	-$722K	–	418
2019 Q2	$722K	Buy	7,322 +1,063	+17%	+$56.2K	0.13%	160
2019 Q1	$615K	Buy	6,259 +1,066	+21%	+$55.6K	0.12%	168
2018 Q4	$500K	Sell	5,193 -1,766	-25%	-$91.1K	0.12%	176
2018 Q3	$599K	Buy	+6,959	New	+$361K	0.11%	177
2018 Q2	–	Sell	-33,330	Closed	-$1.73M	–	349
2018 Q1	$1.73M	Sell	33,330 -1,082	-3%	-$56.3K	0.38%	58
2017 Q4	$1.8M	Buy	+34,412	New	+$1.81M	0.4%	51

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 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

IFG Advisory's IGSB Position: Q3 2026 in Review

IFG Advisory reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2026, selling an estimated $98.8K and leaving 15,938 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #485.

IFG Advisory first reported a position in IGSB in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.8M in Q4 2017. 682 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

IFG Advisory held 15,938 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $816K as of Q3 2026.
IFG Advisory sold 1,902 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $98.8K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #485 holding.
IFG Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 25 quarters since.
IFG Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.8M in Q4 2017.
682 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.