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

Kovack 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 Q1	$1.4M	Sell	26,697 -1,520	-5%	-$80.3K	0.07%	264
2025 Q4	$1.49M	Buy	28,217 +2,434	+9%	+$129K	0.07%	265
2025 Q3	$1.37M	Sell	25,783 -2,775	-10%	-$146K	0.13%	158
2025 Q2	$1.51M	Buy	28,558 +340	+1%	+$17.8K	0.15%	132
2025 Q1	$1.48M	Sell	28,218 -772	-3%	-$40.1K	0.16%	124
2024 Q4	$1.5M	Buy	28,990 +840	+3%	+$43.7K	0.15%	115
2024 Q3	$1.48M	Sell	28,150 -157	-0.6%	-$8.17K	0.16%	115
2024 Q2	$1.45M	Buy	+28,307	New	+$1.44M	0.16%	125
2024 Q1	–	Sell	-27,526	Closed	-$1.41M	–	544
2023 Q4	$1.41M	Sell	27,526 -788	-3%	-$39.6K	0.17%	129
2023 Q3	$1.41M	Sell	28,314 -281	-1%	-$14.1K	0.2%	113
2023 Q2	$1.43M	Sell	28,595 -2,829	-9%	-$143K	0.18%	110
2023 Q1	$1.59M	Sell	31,424 -1,194	-4%	-$59.9K	0.22%	105
2022 Q4	$1.63M	Sell	32,618 -834	-2%	-$41.3K	0.24%	97
2022 Q3	$1.65M	Buy	33,452 +759	+2%	+$38.3K	0.24%	85
2022 Q2	$1.65M	Sell	32,693 -2,245	-6%	-$114K	0.22%	106
2022 Q1	$1.81M	Sell	34,938 -11,026	-24%	-$581K	0.19%	123
2021 Q4	$2.48M	Sell	45,964 -345	-0.7%	-$18.7K	0.24%	98
2021 Q3	$2.53M	Sell	46,309 -4,025	-8%	-$220K	0.28%	89
2021 Q2	$2.76M	Buy	50,334 +1,390	+3%	+$76.2K	0.31%	83
2021 Q1	$2.68M	Buy	48,944 +9,089	+23%	+$499K	0.35%	73
2020 Q4	$2.2M	Buy	39,855 +2,537	+7%	+$139K	0.32%	83
2020 Q3	$2.05M	Buy	37,318 +1,412	+4%	+$77.6K	0.36%	69
2020 Q2	$1.96M	Buy	35,906 +4,715	+15%	+$254K	0.38%	67
2020 Q1	$1.63M	Buy	31,191 +241	+0.8%	+$12.8K	0.38%	74
2019 Q4	$1.66M	Sell	30,950 -21	-0.1%	-$1.13K	0.3%	84
2019 Q3	$1.66M	Buy	30,971 +294	+1%	+$15.7K	0.34%	70
2019 Q2	$1.64M	Sell	30,677 -344	-1%	-$18.2K	0.37%	63
2019 Q1	$1.64M	Buy	31,021 +320	+1%	+$16.7K	0.41%	58
2018 Q4	$1.58M	Sell	30,701 -9,320	-23%	-$481K	0.46%	48
2018 Q3	$2.07M	Sell	40,021 -761	-2%	-$39.5K	0.53%	34
2018 Q2	$2.12M	Sell	40,782 -36,780	-47%	-$1.91M	0.59%	28
2018 Q1	$4.03M	Sell	77,562 -15,384	-17%	-$800K	1.01%	14
2017 Q4	$4.86M	Buy	92,946 +19,046	+26%	+$999K	1.23%	10
2017 Q3	$3.89M	Sell	73,900 -38,976	-35%	-$2.05M	1.29%	14
2017 Q2	$5.94M	Buy	112,876 +28,824	+34%	+$1.52M	1.88%	5
2017 Q1	$4.42M	Buy	84,052 +32,890	+64%	+$1.73M	1.72%	7
2016 Q4	$2.68M	Sell	51,162 -27,384	-35%	-$1.44M	1.28%	9
2016 Q3	$4.15M	Buy	78,546 +26,926	+52%	+$1.43M	2.02%	8
2016 Q2	$2.74M	Buy	51,620 +4,752	+10%	+$251K	1.45%	9
2016 Q1	$2.47M	Buy	46,868 +2,704	+6%	+$142K	1.54%	10
2015 Q4	$2.31M	Sell	44,164 -7,438	-14%	-$390K	1.52%	11
2015 Q3	$2.71M	Sell	51,602 -2	-0%	-$105	1.89%	8
2015 Q2	$2.72M	Sell	51,604 -124	-0.2%	-$6.54K	1.92%	8
2015 Q1	$2.73M	Buy	51,728 +1,614	+3%	+$85K	2.31%	7
2014 Q4	$2.64M	Buy	+50,114	New	+$2.64M	2.72%	6

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovack Advisors's IGSB Position: Q1 2026 in Review

Kovack Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.4% in Q1 2026, selling an estimated $80.3K and leaving 26,697 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #264.

Kovack Advisors first reported a position in IGSB in Q4 2014 and has held it in 45 quarters since. The position peaked at $5.94M in Q2 2017. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Kovack Advisors held 26,697 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.4M as of Q1 2026.
Kovack Advisors sold 1,520 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $80.3K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Kovack Advisors's portfolio in Q1 2026, its #264 holding.
Kovack Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 45 quarters since.
Kovack Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.94M in Q2 2017.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.