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 Q3	$16.4K	Hold	320	–	–	0.01%	74
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JCIC Asset Management's IGSB Position: Q3 2026 in Review

JCIC Asset Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 320 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #74.

JCIC Asset Management first reported a position in IGSB in Q1 2018 and has held it in 33 quarters since. The position peaked at $49K in Q2 2021. 913 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

JCIC Asset Management held 320 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $16.4K as of Q3 2026.
JCIC Asset Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of JCIC Asset Management's portfolio in Q3 2026, its #74 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 33 quarters since.
JCIC Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $49K in Q2 2021.
913 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JCIC Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.