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

JNBA Financial 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	$6.25K	Buy	119 +1	+0.8%	+$52	﹤0.01%	582
2026 Q1	$6.2K	Buy	118 +1	+0.9%	+$53	﹤0.01%	565
2025 Q4	$6.19K	Buy	117 +2	+2%	+$106	﹤0.01%	553
2025 Q3	$6.11K	Buy	115 +1	+0.9%	+$53	﹤0.01%	539
2025 Q2	$6.01K	Hold	114	–	–	﹤0.01%	525
2025 Q1	$5.97K	Hold	114	–	–	﹤0.01%	521
2024 Q4	$5.89K	Buy	+114	New	+$5.93K	﹤0.01%	525
2023 Q2	–	Sell	-620	Closed	-$31.3K	–	730
2023 Q1	$31.3K	Buy	+620	New	+$31.1K	﹤0.01%	340
2022 Q3	–	Sell	-605	Closed	-$31K	–	714
2022 Q2	$31K	Hold	605	–	–	﹤0.01%	334
2022 Q1	$31K	Hold	605	–	–	﹤0.01%	347
2021 Q4	$33K	Hold	605	–	–	﹤0.01%	349
2021 Q3	$33K	Hold	605	–	–	﹤0.01%	341
2021 Q2	$33K	Hold	605	–	–	﹤0.01%	334
2021 Q1	$33K	Hold	605	–	–	﹤0.01%	327
2020 Q4	$33K	Hold	605	–	–	0.01%	301
2020 Q3	$33K	Hold	605	–	–	0.01%	287
2020 Q2	$33K	Hold	605	–	–	0.01%	274
2020 Q1	$32K	Buy	+605	New	+$32.2K	0.01%	261
2018 Q4	–	Sell	-200	Closed	-$10K	–	623
2018 Q3	$10K	Buy	+200	New	+$10.4K	﹤0.01%	378
2016 Q1	–	Sell	-30	Closed	-$2K	–	552
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	466
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	467
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	477
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	480
2014 Q4	$2K	Sell	30 -664	-96%	-$35K	﹤0.01%	494
2014 Q3	$37K	Hold	694	–	–	0.02%	216
2014 Q2	$37K	Hold	694	–	–	0.02%	207
2014 Q1	$37K	Sell	694 -1,356	-66%	-$71.5K	0.02%	190
2013 Q4	$108K	Buy	2,050 +1,356	+195%	+$71.4K	0.06%	113
2013 Q3	$37K	Buy	+694	New	+$36.4K	0.02%	173

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JNBA Financial Advisors's IGSB Position: Q2 2026 in Review

JNBA Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.85% in Q2 2026, buying an estimated $52 and bringing the position to 119 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

JNBA Financial Advisors first reported a position in IGSB in Q3 2013 and has held it in 29 quarters since. The position peaked at $108K in Q4 2013. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

JNBA Financial Advisors held 119 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.25K as of Q2 2026.
JNBA Financial Advisors bought 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $52.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #582 holding.
JNBA Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 29 quarters since.
JNBA Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $108K in Q4 2013.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.