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J.W. Cole Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-77,257
Closed -$853K – 1093
2025
Q4 		$853K Buy
77,257
+6,678
+9% +$354K 0.02% 691
2025
Q3 		$3.74M Buy
70,579
+8,464
+14% +$447K 0.07% 271
2025
Q2 		$3.28M Buy
62,115
+48,378
+352% +$2.53M 0.07% 271
2025
Q1 		$719K Sell
13,737
-29,574
-68% -$1.54M 0.02% 650
2024
Q4 		$2.24M Buy
43,311
+3,747
+9% +$195K 0.09% 228
2024
Q3 		$2.08M Buy
39,564
+230
+0.6% +$12K 0.09% 231
2024
Q2 		$2.02M Buy
39,334
+2,503
+7% +$128K 0.09% 212
2024
Q1 		$1.89M Buy
36,831
+7,142
+24% +$365K 0.1% 219
2023
Q4 		$1.52M Buy
29,689
+6,436
+28% +$323K 0.09% 233
2023
Q3 		$1.16M Sell
23,253
-1,054
-4% -$52.7K 0.09% 233
2023
Q2 		$1.22M Sell
24,307
-16,268
-40% -$820K 0.09% 235
2023
Q1 		$2.05M Sell
40,575
-3,792
-9% -$190K 0.15% 163
2022
Q4 		$2.21M Buy
44,367
+1,505
+4% +$74.5K 0.17% 145
2022
Q3 		$2.11M Sell
42,862
-1,410
-3% -$71.2K 0.18% 140
2022
Q2 		$2.24M Sell
44,272
-21,046
-32% -$1.07M 0.18% 144
2022
Q1 		$3.38M Buy
65,318
+653
+1% +$34.4K 0.23% 107
2021
Q4 		$3.48M Buy
+64,665
New +$3.5M 0.23% 104
2021
Q3 		– Sell
-81,152
Closed -$4.45M – 582
2021
Q2 		$4.45M Buy
81,152
+7,333
+10% +$402K 0.35% 64
2021
Q1 		$4.04M Buy
73,819
+4,863
+7% +$267K 0.39% 56
2020
Q4 		$3.8M Buy
68,956
+22,850
+50% +$1.26M 0.4% 55
2020
Q3 		$2.53M Buy
46,106
+5,163
+13% +$284K 0.19% 119
2020
Q2 		$2.24M Buy
+40,943
New +$2.21M 0.34% 89
2020
Q1 		– Sell
-39,443
Closed -$2.12M – 287
2019
Q4 		$2.12M Buy
+39,443
New +$2.12M 0.27% 100

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.W. Cole Advisors's IGSB Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 77,257 shares — an estimated $853K sold.

J.W. Cole Advisors first reported a position in IGSB in Q4 2019 and held it in 23 quarters. The position peaked at $4.45M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 77,257 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $853K.
  • J.W. Cole Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.45M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.