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

Mendota 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	$7.66M	Buy	146,166 +5,969	+4%	+$313K	4.75%	9
2026 Q1	$7.37M	Buy	140,197 +1,364	+1%	+$72.1K	5.46%	8
2025 Q4	$7.34M	Buy	138,833 +14,646	+12%	+$775K	5.34%	8
2025 Q3	$6.59M	Buy	124,187 +7,463	+6%	+$394K	4.92%	9
2025 Q2	$6.16M	Buy	116,724 +15,878	+16%	+$830K	5.82%	8
2025 Q1	$5.28M	Sell	100,846 -63,915	-39%	-$3.32M	5.73%	8
2024 Q4	$8.52M	Sell	164,761 -39,158	-19%	-$2.04M	5.52%	8
2024 Q3	$10.7M	Buy	203,919 +23,594	+13%	+$1.23M	5.13%	8
2024 Q2	$9.24M	Buy	180,325 +33,040	+22%	+$1.69M	4.95%	8
2024 Q1	$7.55M	Buy	147,285 +89,077	+153%	+$4.56M	4.42%	9
2023 Q4	$2.98M	Buy	58,208 +19,494	+50%	+$979K	2.33%	9
2023 Q3	$1.93M	Buy	+38,714	New	+$1.94M	2.01%	9

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

KFAA

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

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

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

Mendota Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.3% in Q2 2026, buying an estimated $313K and bringing the position to 146,166 shares worth $7.66M. The position accounts for 4.75% of the portfolio, ranked #9.

Mendota Financial Group first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q3 2024. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Mendota Financial Group held 146,166 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.66M as of Q2 2026.
Mendota Financial Group bought 5,969 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $313K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.75% of Mendota Financial Group's portfolio in Q2 2026, its #9 holding.
Mendota Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Mendota Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.7M in Q3 2024.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.