JCIC Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

JCIC Asset Management’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	$16.8K	Hold	320	–	–	0.01%	101
2026 Q1	$16.8K	Hold	320	–	–	0.01%	101
2025 Q4	$16.9K	Hold	320	–	–	0.01%	99
2025 Q3	$17K	Buy	+320	New	+$16.9K	0.01%	97
2025 Q1	$16.8K	Hold	320	–	–	0.01%	96
2024 Q4	$16.5K	Hold	320	–	–	0.01%	89
2024 Q3	$16.9K	Hold	320	–	–	0.01%	86
2024 Q2	$16.4K	Hold	320	–	–	0.01%	88
2024 Q1	$16.4K	Hold	320	–	–	0.01%	90
2023 Q4	$16.4K	Hold	320	–	–	0.01%	92
2023 Q3	$15.9K	Hold	320	–	–	0.01%	93
2023 Q2	$16.1K	Hold	320	–	–	0.01%	97
2023 Q1	$16.2K	Hold	320	–	–	0.01%	94
2022 Q4	$16K	Hold	320	–	–	0.01%	94
2022 Q3	$16K	Hold	320	–	–	0.01%	95
2022 Q2	$16K	Hold	320	–	–	0.01%	87
2022 Q1	$17K	Hold	320	–	–	0.01%	101
2021 Q4	$17K	Hold	320	–	–	0.01%	101
2021 Q3	$17K	Sell	320 -400	-56%	-$21.9K	0.01%	91
2021 Q2	$49K	Hold	720	–	–	0.01%	84
2021 Q1	$39K	Hold	720	–	–	0.01%	82
2020 Q4	$40K	Hold	720	–	–	0.02%	80
2020 Q3	$40K	Hold	720	–	–	0.02%	69
2020 Q2	$39K	Hold	720	–	–	0.02%	65
2020 Q1	$38K	Hold	720	–	–	0.02%	62
2019 Q4	$39K	Hold	720	–	–	0.02%	71
2019 Q3	$39K	Hold	720	–	–	0.02%	68
2019 Q2	$38K	Hold	720	–	–	0.02%	69
2019 Q1	$38K	Hold	720	–	–	0.02%	71
2018 Q4	$37K	Buy	720 +400	+125%	+$20.6K	0.02%	63
2018 Q3	$17K	Buy	+320	New	+$16.6K	0.01%	86
2018 Q2	–	Sell	-320	Closed	-$17K	–	127
2018 Q1	$17K	Buy	+320	New	+$16.6K	0.01%	71

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

JCIC Asset Management's IGSB Position: Q2 2026 in Review

JCIC Asset Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 320 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #101.

JCIC Asset Management first reported a position in IGSB in Q1 2018 and has held it in 32 quarters since. The position peaked at $49K in Q2 2021. 197 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

JCIC Asset Management held 320 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $16.8K as of Q2 2026.
JCIC Asset Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of JCIC Asset Management's portfolio in Q2 2026, its #101 holding.
JCIC Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
JCIC Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $49K in Q2 2021.
197 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.