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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
Q2 		$8.14M Sell
155,301
-12,580
-7% -$659K 0.21% 81
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 $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 22.96% 1-Year Est. Return

Larson Financial Group's IGSB Position: Q2 2026 in Review

Larson Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.5% in Q2 2026, selling an estimated $659K and leaving 155,301 shares worth $8.14M. The position accounts for 0.21% of the portfolio, ranked #81.

Larson Financial Group first reported a position in IGSB in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.2M in Q4 2022. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Larson Financial Group held 155,301 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.14M as of Q2 2026.
  • Larson Financial Group sold 12,580 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $659K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of Larson Financial Group's portfolio in Q2 2026, its #81 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 29 quarters since.
  • Larson Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.2M in Q4 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.