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

Investment Advisory 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 		$4.11M Buy
78,511
+5,271
+7% +$276K 0.89% 30
2026
Q1 		$3.85M Buy
73,240
+4,065
+6% +$215K 0.98% 27
2025
Q4 		$3.66M Buy
69,175
+717
+1% +$38K 0.94% 27
2025
Q3 		$3.63M Buy
68,458
+3,607
+6% +$190K 0.99% 24
2025
Q2 		$3.42M Buy
64,851
+7,652
+13% +$400K 1.04% 23
2025
Q1 		$3M Buy
57,199
+3,402
+6% +$177K 1% 26
2024
Q4 		$2.78M Buy
53,797
+128
+0.2% +$6.65K 0.93% 27
2024
Q3 		$2.83M Sell
53,669
-269
-0.5% -$14K 0.98% 25
2024
Q2 		$2.76M Sell
53,938
-759
-1% -$38.7K 1.07% 22
2024
Q1 		$2.8M Buy
54,697
+131
+0.2% +$6.7K 1.16% 22
2023
Q4 		$2.8M Sell
54,566
-2,059
-4% -$103K 1.29% 21
2023
Q3 		$2.82M Sell
56,625
-645
-1% -$32.3K 1.47% 20
2023
Q2 		$2.87M Buy
57,270
+570
+1% +$28.7K 1.47% 20
2023
Q1 		$2.87M Buy
56,700
+8,316
+17% +$418K 1.65% 17
2022
Q4 		$2.41M Buy
48,384
+2,259
+5% +$112K 1.48% 17
2022
Q3 		$2.27M Buy
46,125
+200
+0.4% +$10.1K 1.58% 17
2022
Q2 		$2.31M Sell
45,925
-1,050
-2% -$53.5K 1.57% 19
2022
Q1 		$2.43M Buy
46,975
+355
+0.8% +$18.7K 1.48% 18
2021
Q4 		$2.45M Buy
+46,620
New +$2.52M 1.57% 17

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

Investment Advisory Group's IGSB Position: Q2 2026 in Review

Investment Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.2% in Q2 2026, buying an estimated $276K and bringing the position to 78,511 shares worth $4.11M. The position accounts for 0.89% of the portfolio, ranked #30.

Investment Advisory Group first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Investment Advisory Group held 78,511 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.11M as of Q2 2026.
  • Investment Advisory Group bought 5,271 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $276K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.89% of Investment Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Investment Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.