MWA
IGSB icon

MFA Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

MFA Wealth Advisors’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 		$562K Sell
10,730
-884
-8% -$46.3K 0.1% 67
2026
Q1 		$610K Sell
11,614
-2,955
-20% -$156K 0.12% 59
2025
Q4 		$770K Sell
14,569
-1,719
-11% -$91K 0.16% 54
2025
Q3 		$864K Sell
16,288
-31,849
-66% -$1.68M 0.19% 54
2025
Q2 		$2.54M Sell
48,137
-142,469
-75% -$7.44M 0.6% 35
2025
Q1 		$9.98M Sell
190,606
-193,734
-50% -$10.1M 2.47% 12
2024
Q4 		$19.9M Buy
384,340
+26,777
+7% +$1.39M 5.09% 5
2024
Q3 		$18.8M Sell
357,563
-4,898
-1% -$255K 4.12% 7
2024
Q2 		$18.6M Buy
362,461
+15,673
+5% +$800K 4.06% 6
2024
Q1 		$17.8M Buy
346,788
+18,930
+6% +$969K 4.67% 5
2023
Q4 		$16.8M Buy
327,858
+5,767
+2% +$290K 4.73% 5
2023
Q3 		$16M Buy
322,091
+3,518
+1% +$176K 4.98% 5
2023
Q2 		$16M Buy
318,573
+5,045
+2% +$254K 5.03% 5
2023
Q1 		$15.8M Buy
313,528
+5,536
+2% +$278K 5.22% 5
2022
Q4 		$15.3M Sell
307,992
-14,056
-4% -$696K 5.56% 5
2022
Q3 		$15.9M Sell
322,048
-1,636
-0.5% -$82.6K 5.88% 5
2022
Q2 		$16.4M Buy
323,684
+12,379
+4% +$630K 5.98% 5
2022
Q1 		$16.1M Buy
311,305
+56,712
+22% +$2.99M 5.14% 4
2021
Q4 		$13.7M Sell
254,593
-1,197
-0.5% -$64.8K 5.8% 3
2021
Q3 		$14M Buy
255,790
+27,758
+12% +$1.52M 6.42% 3
2021
Q2 		$12.5M Buy
+228,032
New +$12.5M 5.64% 3

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

MFA Wealth Advisors's IGSB Position: Q2 2026 in Review

MFA Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.6% in Q2 2026, selling an estimated $46.3K and leaving 10,730 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #67.

MFA Wealth Advisors first reported a position in IGSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.9M in Q4 2024. 470 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MFA Wealth Advisors held 10,730 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $562K as of Q2 2026.
  • MFA Wealth Advisors sold 884 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of MFA Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • MFA Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • MFA Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $19.9M in Q4 2024.
  • 470 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.