JFS Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

JFS Wealth 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	$2.67K	Buy	+51	New	+$2.67K	﹤0.01%	1512
2023 Q3	–	Sell	-776	Closed	-$38.9K	–	1985
2023 Q2	$38.9K	Buy	+776	New	+$39.1K	﹤0.01%	405
2020 Q3	–	Sell	-3,800	Closed	-$208K	–	577
2020 Q2	$208K	Buy	+3,800	New	+$205K	0.05%	133
2015 Q4	–	Sell	-256	Closed	-$13K	–	552
2015 Q3	$13K	Buy	+256	New	+$13.5K	0.01%	313

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

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

JFS Wealth Advisors's IGSB Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 51 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in IGSB as recently as Q2 2023.

JFS Wealth Advisors first reported a position in IGSB in Q3 2015 and has held it in 4 quarters since. The position peaked at $208K in Q2 2020. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

JFS Wealth Advisors held 51 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.67K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1512 holding.
JFS Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 4 quarters since.
JFS Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $208K in Q2 2020.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.