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

Marathon Strategic 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 		$421K Sell
8,039
-105
-1% -$5.5K 0.24% 37
2026
Q1 		$428K Sell
8,144
-512
-6% -$27.1K 0.31% 35
2025
Q4 		$458K Sell
8,656
-835
-9% -$44.2K 0.35% 35
2025
Q3 		$503K Buy
9,491
+1,356
+17% +$71.6K 0.4% 34
2025
Q2 		$429K Sell
8,135
-239
-3% -$12.5K 0.4% 29
2025
Q1 		$439K Sell
8,374
-154
-2% -$8.01K 0.47% 26
2024
Q4 		$441K Sell
8,528
-673
-7% -$35K 0.48% 26
2024
Q3 		$485K Sell
9,201
-564
-6% -$29.4K 0.51% 26
2024
Q2 		$500K Buy
+9,765
New +$498K 0.58% 26
2024
Q1 		– Sell
-9,814
Closed -$503K – 27
2023
Q4 		$503K Buy
+9,814
New +$493K 0.68% 22

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Marathon Strategic Advisors's IGSB Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.3% in Q2 2026, selling an estimated $5.5K and leaving 8,039 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #37.

Marathon Strategic Advisors first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $503K in Q3 2025. 316 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Marathon Strategic Advisors held 8,039 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $421K as of Q2 2026.
  • Marathon Strategic Advisors sold 105 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.24% of Marathon Strategic Advisors's portfolio in Q2 2026, its #37 holding.
  • Marathon Strategic Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Marathon Strategic Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $503K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.