Independent Advisor Alliance’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Independent Advisor Alliance’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	$256K	Sell	4,883 -60,620	-93%	-$3.18M	0.01%	882
2026 Q1	$3.44M	Buy	65,503 +60,605	+1,237%	+$3.2M	0.04%	404
2025 Q4	$259K	Sell	4,898 -114	-2%	-$6.04K	0.01%	843
2025 Q3	$266K	Buy	5,012 +501	+11%	+$26.4K	0.01%	804
2025 Q2	$238K	Sell	4,511 -73	-2%	-$3.81K	0.01%	785
2025 Q1	$240K	Sell	4,584 -14,755	-76%	-$767K	0.01%	723
2024 Q4	$1,000K	Buy	+19,339	New	+$1.01M	0.01%	726
2020 Q1	–	Sell	-7,226	Closed	-$388K	–	613
2019 Q4	$388K	Buy	+7,226	New	+$388K	0.02%	600

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

Independent Advisor Alliance's IGSB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 93% in Q2 2026, selling an estimated $3.18M and leaving 4,883 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #882.

Independent Advisor Alliance first reported a position in IGSB in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.44M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Independent Advisor Alliance held 4,883 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $256K as of Q2 2026.
Independent Advisor Alliance sold 60,620 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.18M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #882 holding.
Independent Advisor Alliance first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.44M in Q1 2026.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.