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

Larson Financial Group’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 		$8.82M Sell
167,881
-13,406
-7% -$709K 0.28% 72
2025
Q4 		$9.59M Sell
181,287
-2,558
-1% -$135K 0.32% 66
2025
Q3 		$9.75M Sell
183,845
-12,736
-6% -$672K 0.34% 65
2025
Q2 		$10.4M Sell
196,581
-13,862
-7% -$724K 0.42% 55
2025
Q1 		$11M Sell
210,443
-13,894
-6% -$722K 0.52% 45
2024
Q4 		$11.6M Sell
224,337
-4,249
-2% -$221K 0.6% 35
2024
Q3 		$12M Sell
228,586
-8,435
-4% -$439K 0.68% 36
2024
Q2 		$12.1M Sell
237,021
-11,096
-4% -$566K 0.83% 32
2024
Q1 		$12.7M Sell
248,117
-11,036
-4% -$565K 0.98% 26
2023
Q4 		$13.3M Sell
259,153
-3,550
-1% -$178K 1.16% 25
2023
Q3 		$13.1M Sell
262,703
-6,764
-3% -$338K 1.29% 18
2023
Q2 		$13.5M Sell
269,467
-6,022
-2% -$303K 1.35% 17
2023
Q1 		$13.9M Sell
275,489
-9,322
-3% -$468K 1.51% 12
2022
Q4 		$14.2M Buy
+284,811
New +$14.1M 1.7% 10
2022
Q2 		– Sell
-354
Closed -$18K – 1237
2022
Q1 		$18K Hold
354
– – ﹤0.01% 546
2021
Q4 		$19K Buy
354
+300
+556% +$16.2K ﹤0.01% 552
2021
Q3 		$3K Hold
54
– – ﹤0.01% 744
2021
Q2 		$3K Hold
54
– – ﹤0.01% 687
2021
Q1 		$3K Hold
54
– – ﹤0.01% 671
2020
Q4 		$3K Sell
54
-403
-88% -$22.2K ﹤0.01% 603
2020
Q3 		$25K Buy
457
+403
+746% +$22.1K 0.01% 281
2020
Q2 		$3K Hold
54
– – ﹤0.01% 529
2020
Q1 		$3K Buy
54
+29
+116% +$1.54K ﹤0.01% 408
2019
Q4 		$1K Sell
25
-340
-93% -$18.2K ﹤0.01% 518
2019
Q3 		$20K Hold
365
– – 0.01% 222
2019
Q2 		$20K Hold
365
– – 0.01% 183
2019
Q1 		$19K Hold
365
– – 0.02% 178
2018
Q4 		$19K Buy
+365
New +$18.8K 0.02% 163

Other funds holding IGSB

Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Larson Financial Group's IGSB Position: Q1 2026 in Review

Larson Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.4% in Q1 2026, selling an estimated $709K and leaving 167,881 shares worth $8.82M. The position accounts for 0.28% of the portfolio, ranked #72.

Larson Financial Group first reported a position in IGSB in Q4 2018 and has held it in 28 quarters since. The position peaked at $14.2M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Larson Financial Group held 167,881 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.82M as of Q1 2026.
  • Larson Financial Group sold 13,406 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $709K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Larson Financial Group's portfolio in Q1 2026, its #72 holding.
  • Larson Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Larson Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.2M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.