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

McAdam LLC’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
Q3 		$851K Buy
16,616
+8,031
+94% +$417K 0.03% 194
2026
Q2 		$450K Buy
8,585
+1,921
+29% +$101K 0.02% 293
2026
Q1 		$350K Sell
6,664
-1,825
-21% -$96.5K 0.02% 311
2025
Q4 		$449K Buy
8,489
+1,430
+20% +$75.7K 0.02% 254
2025
Q3 		$374K Buy
7,059
+1,022
+17% +$53.9K 0.02% 260
2025
Q2 		$319K Buy
6,037
+395
+7% +$20.6K 0.02% 276
2025
Q1 		$295K Sell
5,642
-123
-2% -$6.4K 0.02% 263
2024
Q4 		$298K Sell
5,765
-572
-9% -$29.7K 0.02% 278
2024
Q3 		$334K Buy
6,337
+336
+6% +$17.5K 0.02% 241
2024
Q2 		$307K Buy
6,001
+441
+8% +$22.5K 0.02% 235
2024
Q1 		$285K Buy
5,560
+881
+19% +$45.1K 0.02% 235
2023
Q4 		$240K Sell
4,679
-564
-11% -$28.3K 0.02% 246
2023
Q3 		$261K Buy
5,243
+525
+11% +$26.3K 0.02% 220
2023
Q2 		$237K Buy
4,718
+478
+11% +$24.1K 0.02% 228
2023
Q1 		$214K Buy
+4,240
New +$213K 0.02% 234
2018
Q4 		– Sell
-172
Closed -$9K – 308
2018
Q3 		$9K Sell
172
-172
-50% -$8.92K ﹤0.01% 349
2018
Q2 		$18K Sell
344
-46
-12% -$2.38K 0.01% 255
2018
Q1 		$20K Buy
+390
New +$20.3K 0.01% 244

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

McAdam LLC's IGSB Position: Q3 2026 in Review

McAdam LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 94% in Q3 2026, buying an estimated $417K and bringing the position to 16,616 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #194.

McAdam LLC first reported a position in IGSB in Q1 2018 and has held it in 18 quarters since. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • McAdam LLC held 16,616 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $851K as of Q3 2026.
  • McAdam LLC bought 8,031 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $417K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of McAdam LLC's portfolio in Q3 2026, its #194 holding.
  • McAdam LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.