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

Juncture Wealth Strategies’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 		$4.08M Buy
77,852
+2,386
+3% +$125K 1.06% 20
2026
Q1 		$3.97M Buy
75,466
+2,051
+3% +$108K 1.33% 15
2025
Q4 		$3.88M Buy
73,415
+1,937
+3% +$103K 1.28% 14
2025
Q3 		$3.79M Sell
71,478
-636
-0.9% -$33.6K 1.27% 15
2025
Q2 		$3.8M Buy
72,114
+2,680
+4% +$140K 1.35% 15
2025
Q1 		$3.64M Buy
69,434
+927
+1% +$48.2K 1.41% 14
2024
Q4 		$3.54M Buy
68,507
+2,511
+4% +$131K 1.32% 17
2024
Q3 		$3.48M Sell
65,996
-369
-0.6% -$19.2K 1.35% 17
2024
Q2 		$3.4M Sell
66,365
-2,658
-4% -$136K 1.43% 16
2024
Q1 		$3.54M Buy
69,023
+2,110
+3% +$108K 1.52% 15
2023
Q4 		$3.43M Sell
66,913
-4,877
-7% -$245K 1.56% 17
2023
Q3 		$3.58M Sell
71,790
-3,855
-5% -$193K 1.75% 13
2023
Q2 		$3.8M Sell
75,645
-665
-0.9% -$33.5K 1.78% 14
2023
Q1 		$3.86M Buy
76,310
+2,358
+3% +$118K 1.9% 14
2022
Q4 		$3.68M Sell
73,952
-4,076
-5% -$202K 1.75% 13
2022
Q3 		$3.85M Buy
78,028
+4,333
+6% +$219K 1.92% 16
2022
Q2 		$3.73M Buy
73,695
+1,629
+2% +$82.9K 1.84% 19
2022
Q1 		$3.73M Buy
72,066
+3,597
+5% +$190K 1.77% 19
2021
Q4 		$3.69M Buy
68,469
+10,107
+17% +$547K 1.76% 14
2021
Q3 		$3.19M Buy
58,362
+5,755
+11% +$315K 1.68% 15
2021
Q2 		$2.88M Sell
52,607
-5,251
-9% -$288K 1.65% 15
2021
Q1 		$3.16M Buy
57,858
+12,494
+28% +$686K 1.99% 11
2020
Q4 		$2.5M Buy
45,364
+5,135
+13% +$282K 1.58% 14
2020
Q3 		$2.21M Buy
40,229
+3,534
+10% +$194K 1.53% 16
2020
Q2 		$2.01M Sell
36,695
-1,220
-3% -$65.7K 1.52% 16
2020
Q1 		$1.99M Buy
37,915
+2,937
+8% +$156K 1.83% 13
2019
Q4 		$1.88M Buy
34,978
+14,423
+70% +$774K 1.46% 20
2019
Q3 		$1.1M Buy
20,555
+2,465
+14% +$132K 0.97% 29
2019
Q2 		$967K Sell
18,090
-1,188
-6% -$62.8K 0.78% 39
2019
Q1 		$1.02M Sell
19,278
-3,193
-14% -$167K 0.79% 34
2018
Q4 		$1.16M Sell
22,471
-4,747
-17% -$245K 0.78% 35
2018
Q3 		$1.41M Sell
27,218
-432
-2% -$22.4K 0.74% 35
2018
Q2 		$1.43M Buy
27,650
+356
+1% +$18.5K 0.77% 33
2018
Q1 		$1.42M Buy
27,294
+3,578
+15% +$186K 0.79% 34
2017
Q4 		$1.24M Buy
23,716
+3,134
+15% +$164K 0.7% 38
2017
Q3 		$1.08M Buy
20,582
+2,628
+15% +$138K 0.61% 42
2017
Q2 		$945K Buy
17,954
+2,204
+14% +$116K 0.54% 45
2017
Q1 		$829K Buy
15,750
+5,590
+55% +$294K 0.51% 50
2016
Q4 		$533K Buy
10,160
+5,392
+113% +$284K 0.37% 59
2016
Q3 		$252K Buy
+4,768
New +$252K 0.17% 74

Other funds holding IGSB

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

Juncture Wealth Strategies's IGSB Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.2% in Q2 2026, buying an estimated $125K and bringing the position to 77,852 shares worth $4.08M. The position accounts for 1.06% of the portfolio, ranked #20.

Juncture Wealth Strategies first reported a position in IGSB in Q3 2016 and has held it in 40 quarters since. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Juncture Wealth Strategies held 77,852 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Juncture Wealth Strategies bought 2,386 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Juncture Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 40 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.