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Jim Saulnier & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Jim Saulnier & Associates’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 		$290K Buy
+5,526
New +$290K 0.12% 129

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

Jim Saulnier & Associates's IGSB Position: Q2 2026 in Review

Jim Saulnier & Associates opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 5,526 shares worth $290K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings.

1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Jim Saulnier & Associates held 5,526 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $290K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Jim Saulnier & Associates position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q2 2026, its #129 holding.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.