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

Merit 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 		$401K Sell
7,653
-469
-6% -$24.6K ﹤0.01% 1626
2026
Q1 		$427K Sell
8,122
-966
-11% -$51.1K ﹤0.01% 1454
2025
Q4 		$481K Buy
9,088
+1,935
+27% +$102K ﹤0.01% 1332
2025
Q3 		$379K Sell
7,153
-406
-5% -$21.4K ﹤0.01% 1317
2025
Q2 		$399K Sell
7,559
-2,582
-25% -$135K ﹤0.01% 1202
2025
Q1 		$531K Buy
+10,141
New +$527K 0.01% 908
2024
Q2 		– Sell
-8,454
Closed -$431K – 928
2024
Q1 		$431K Sell
8,454
-18,009
-68% -$921K 0.01% 597
2023
Q4 		$1.36M Buy
26,463
+9,323
+54% +$468K 0.04% 254
2023
Q3 		$854K Sell
17,140
-7,657
-31% -$383K 0.03% 353
2023
Q2 		$1.24M Buy
24,797
+15,003
+153% +$756K 0.04% 296
2023
Q1 		$495K Sell
9,794
-7,271
-43% -$365K 0.02% 402
2022
Q4 		$850K Buy
17,065
+8,288
+94% +$410K 0.03% 320
2022
Q3 		$433K Buy
8,777
+2,489
+40% +$126K 0.02% 379
2022
Q2 		$318K Buy
+6,288
New +$320K 0.01% 439

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

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

Merit Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.8% in Q2 2026, selling an estimated $24.6K and leaving 7,653 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Merit Financial Group first reported a position in IGSB in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Merit Financial Group held 7,653 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $401K as of Q2 2026.
  • Merit Financial Group sold 469 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1626 holding.
  • Merit Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Merit Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.36M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.