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

LifeSteps Financial’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	$7.86K	Buy	+150	New	+$7.86K	﹤0.01%	457
2024 Q2	–	Sell	-158	Closed	-$8.1K	–	225
2024 Q1	$8.1K	Buy	+158	New	+$8.08K	0.01%	312
2020 Q4	–	Sell	-3,750	Closed	-$206K	–	86
2020 Q3	$206K	Sell	3,750 -192	-5%	-$10.5K	0.22%	76
2020 Q2	$216K	Sell	3,942 -308	-7%	-$16.6K	0.25%	69
2020 Q1	$223K	Sell	4,250 -32	-0.7%	-$1.7K	0.26%	66
2019 Q4	$230K	Buy	+4,282	New	+$230K	0.22%	82

Other funds holding IGSB

MMI

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

LifeSteps Financial's IGSB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 150 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IGSB as recently as Q1 2024.

LifeSteps Financial first reported a position in IGSB in Q4 2019 and has held it in 6 quarters since. The position peaked at $230K in Q4 2019. 196 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

LifeSteps Financial held 150 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.86K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #457 holding.
LifeSteps Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
LifeSteps Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $230K in Q4 2019.
196 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.