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

IMA Advisory 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	$1.56M	Buy	+29,711	New	+$1.56M	0.1%	138
2017 Q1	–	Sell	-4,770	Closed	-$250K	–	139
2016 Q4	$250K	Hold	4,770	–	–	0.15%	107
2016 Q3	$252K	Hold	4,770	–	–	0.14%	101
2016 Q2	$253K	Buy	+4,770	New	+$252K	0.16%	97
2016 Q1	–	Sell	-4,770	Closed	-$249K	–	116
2015 Q4	$249K	Hold	4,770	–	–	0.15%	100
2015 Q3	$251K	Hold	4,770	–	–	0.16%	100
2015 Q2	$251K	Hold	4,770	–	–	0.12%	135
2015 Q1	$252K	Hold	4,770	–	–	0.12%	132
2014 Q4	$251K	Hold	4,770	–	–	0.13%	135
2014 Q3	$251K	Hold	4,770	–	–	0.12%	142
2014 Q2	$252K	Hold	4,770	–	–	0.12%	149
2014 Q1	$252K	Hold	4,770	–	–	0.12%	142
2013 Q4	$252K	Hold	4,770	–	–	0.12%	143
2013 Q3	$251K	Hold	4,770	–	–	0.12%	140
2013 Q2	$250K	Buy	+4,770	New	+$251K	0.14%	145

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMA Advisory Services's IGSB Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 29,711 shares worth $1.56M. The stake represents 0.1% of the portfolio and ranks #138 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IGSB as recently as Q4 2016.

IMA Advisory Services first reported a position in IGSB in Q2 2013 and has held it in 15 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

IMA Advisory Services held 29,711 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.56M as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new IMA Advisory Services position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of IMA Advisory Services's portfolio in Q2 2026, its #138 holding.
IMA Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 15 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.