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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

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

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. 1,007 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.
  • 1,007 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.