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

Kelleher 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 		$59.7K Buy
1,140
+180
+19% +$9.44K 0.01% 429
2026
Q1 		$50.5K Hold
960
– – 0.01% 374
2025
Q4 		$50.8K Hold
960
– – 0.01% 404
2025
Q3 		$50.9K Buy
+960
New +$50.7K 0.01% 339
2017
Q4 		– Sell
-4,936
Closed -$260K – 81
2017
Q3 		$260K Sell
4,936
-90
-2% -$4.74K 0.55% 58
2017
Q2 		$264K Hold
5,026
– – 0.51% 63
2017
Q1 		$264K Sell
5,026
-200
-4% -$10.5K 0.56% 60
2016
Q4 		$274K Hold
5,226
– – 0.15% 108
2016
Q3 		$276K Sell
5,226
-2,360
-31% -$125K 0.16% 108
2016
Q2 		$402K Sell
7,586
-5,084
-40% -$268K 0.24% 80
2016
Q1 		$667K Buy
12,670
+2,692
+27% +$141K 0.37% 69
2015
Q4 		$521K Buy
9,978
+800
+9% +$42K 0.35% 67
2015
Q3 		$482K Buy
9,178
+2,110
+30% +$111K 0.32% 66
2015
Q2 		$372K Sell
7,068
-498
-7% -$26.3K 0.21% 80
2015
Q1 		$399K Buy
7,566
+1,178
+18% +$62K 0.22% 77
2014
Q4 		$335K Buy
6,388
+220
+4% +$11.6K 0.18% 81
2014
Q3 		$325K Buy
+6,168
New +$325K 0.18% 81

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 22.9% 1-Year Est. Return

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

Kelleher Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 19% in Q2 2026, buying an estimated $9.44K and bringing the position to 1,140 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #429.

Kelleher Financial Advisors first reported a position in IGSB in Q3 2014 and has held it in 17 quarters since. The position peaked at $667K in Q1 2016. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kelleher Financial Advisors held 1,140 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $59.7K as of Q2 2026.
  • Kelleher Financial Advisors bought 180 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.44K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #429 holding.
  • Kelleher Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 17 quarters since.
  • Kelleher Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $667K in Q1 2016.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.