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

Independent Financial Group’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 		$1.11M Buy
21,136
+1,584
+8% +$83K 0.02% 647
2026
Q1 		$1.03M Sell
19,552
-41,099
-68% -$2.17M 0.02% 620
2025
Q4 		$3.21M Buy
60,651
+6,561
+12% +$347K 0.07% 269
2025
Q3 		$2.87M Sell
54,090
-19,782
-27% -$1.04M 0.07% 278
2025
Q2 		$3.9M Buy
73,872
+1,544
+2% +$80.7K 0.11% 183
2025
Q1 		$3.79M Sell
72,328
-2,017
-3% -$105K 0.13% 156
2024
Q4 		$3.84M Buy
74,345
+20,711
+39% +$1.08M 0.13% 149
2024
Q3 		$2.82M Buy
53,634
+45,262
+541% +$2.36M 0.1% 203
2024
Q2 		$429K Sell
8,372
-691
-8% -$35.2K 0.02% 663
2024
Q1 		$465K Buy
9,063
+1,139
+14% +$58.3K 0.02% 609
2023
Q4 		$406K Sell
7,924
-3,761
-32% -$189K 0.02% 621
2023
Q3 		$582K Sell
11,685
-249
-2% -$12.5K 0.04% 451
2023
Q2 		$599K Sell
11,934
-766
-6% -$38.6K 0.04% 436
2023
Q1 		$642K Sell
12,700
-613
-5% -$30.8K 0.05% 394
2022
Q4 		$663K Buy
13,313
+1,715
+15% +$84.9K 0.06% 348
2022
Q3 		$572K Hold
11,598
– – 0.05% 361
2022
Q2 		$586K Buy
11,598
+3,476
+43% +$177K 0.06% 336
2022
Q1 		$420K Sell
8,122
-565
-7% -$29.8K 0.03% 485
2021
Q4 		$468K Sell
8,687
-1,510
-15% -$81.8K 0.04% 435
2021
Q3 		$557K Buy
10,197
+1,817
+22% +$99.5K 0.06% 334
2021
Q2 		$459K Buy
8,380
+2,048
+32% +$112K 0.05% 392
2021
Q1 		$346K Sell
6,332
-9,238
-59% -$507K 0.04% 425
2020
Q4 		$859K Buy
15,570
+8,331
+115% +$458K 0.13% 188
2020
Q3 		$398K Buy
7,239
+56
+0.8% +$3.08K 0.07% 287
2020
Q2 		$393K Sell
7,183
-1,965
-21% -$106K 0.09% 262
2020
Q1 		$479K Buy
+9,148
New +$487K 0.14% 177

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

Independent Financial Group's IGSB Position: Q2 2026 in Review

Independent Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.1% in Q2 2026, buying an estimated $83K and bringing the position to 21,136 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #647.

Independent Financial Group first reported a position in IGSB in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.9M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Independent Financial Group held 21,136 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Independent Financial Group bought 1,584 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $83K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #647 holding.
  • Independent Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.9M in Q2 2025.
  • 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.