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J.W. Burns & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

J.W. Burns & Co’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 		$9.37M Buy
178,750
+10,930
+7% +$573K 0.98% 28
2026
Q1 		$8.82M Buy
167,820
+38,652
+30% +$2.04M 1.01% 26
2025
Q4 		$6.83M Buy
129,168
+31,853
+33% +$1.69M 0.76% 37
2025
Q3 		$5.16M Buy
97,315
+8,159
+9% +$431K 0.58% 46
2025
Q2 		$4.7M Buy
89,156
+6,106
+7% +$319K 0.57% 44
2025
Q1 		$4.35M Buy
83,050
+10,468
+14% +$544K 0.56% 49
2024
Q4 		$3.75M Buy
72,582
+20,215
+39% +$1.05M 0.48% 50
2024
Q3 		$2.76M Buy
52,367
+415
+0.8% +$21.6K 0.36% 58
2024
Q2 		$2.66M Sell
51,952
-1,360
-3% -$69.4K 0.36% 60
2024
Q1 		$2.73M Sell
53,312
-2,450
-4% -$125K 0.38% 61
2023
Q4 		$2.86M Sell
55,762
-1,725
-3% -$86.6K 0.42% 55
2023
Q3 		$2.86M Buy
+57,487
New +$2.88M 0.46% 54

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

J.W. Burns & Co's IGSB Position: Q2 2026 in Review

J.W. Burns & Co increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.5% in Q2 2026, buying an estimated $573K and bringing the position to 178,750 shares worth $9.37M. The position accounts for 0.98% of the portfolio, ranked #28.

J.W. Burns & Co first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • J.W. Burns & Co held 178,750 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.37M as of Q2 2026.
  • J.W. Burns & Co bought 10,930 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $573K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.98% of J.W. Burns & Co's portfolio in Q2 2026, its #28 holding.
  • J.W. Burns & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.