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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
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% -$6.39K 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

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

McAdam LLC's IGSB Position: Q2 2026 in Review

McAdam LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 29% in Q2 2026, buying an estimated $101K and bringing the position to 8,585 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #293.

McAdam LLC first reported a position in IGSB in Q1 2018 and has held it in 17 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • McAdam LLC held 8,585 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $450K as of Q2 2026.
  • McAdam LLC bought 1,921 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #293 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 17 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.