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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
Q2 		$4.37M Buy
+83,365
New +$4.37M 0.08% 271
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 $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

J.W. Cole Advisors's IGSB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 83,365 shares worth $4.37M. The stake represents 0.08% of the portfolio and ranks #271 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IGSB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IGSB in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.45M in Q2 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • J.W. Cole Advisors held 83,365 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.37M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of J.W. Cole Advisors's portfolio in Q2 2026, its #271 holding.
  • J.W. Cole Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.45M in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.