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

IFS Advisors’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	$901K	Buy	+17,590	New	+$914K	0.27%	52
2022 Q3	–	Sell	-1,307	Closed	-$66K	–	113
2022 Q2	$66K	Sell	1,307 -104,033	-99%	-$5.3M	0.18%	17
2022 Q1	$5.45M	Buy	105,340 +17,625	+20%	+$929K	5.1%	7
2021 Q4	$4.73M	Sell	87,715 -1,460	-2%	-$79K	3.32%	11
2021 Q3	$4.87M	Buy	89,175 +5,035	+6%	+$276K	3.12%	11
2021 Q2	$4.61M	Buy	84,140 +295	+0.4%	+$16.2K	3.1%	13
2021 Q1	$4.58M	Buy	83,845 +3,564	+4%	+$196K	3.59%	11
2020 Q4	$4.43M	Buy	+80,281	New	+$4.41M	3.39%	9

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

IFS Advisors's IGSB Position: Q3 2026 in Review

IFS Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 17,590 shares worth $901K. The stake represents 0.27% of the portfolio and ranks #52 among its holdings. This is a return to the name: IFS Advisors previously reported a position in IGSB as recently as Q2 2022.

IFS Advisors first reported a position in IGSB in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.45M in Q1 2022. 831 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

IFS Advisors held 17,590 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $901K as of Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new IFS Advisors position in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.27% of IFS Advisors's portfolio in Q3 2026, its #52 holding.
IFS Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
IFS Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.45M in Q1 2022.
831 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.