MFA Wealth Advisors
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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
Q3 		$500K Sell
9,766
-964
-9% -$50.1K 0.09% 71
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 		$10M 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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

MFA Wealth Advisors's IGSB Position: Q3 2026 in Review

MFA Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9% in Q3 2026, selling an estimated $50.1K and leaving 9,766 shares worth $500K. The position accounts for 0.09% of the portfolio, ranked #71.

MFA Wealth Advisors first reported a position in IGSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $19.9M in Q4 2024. 536 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • MFA Wealth Advisors held 9,766 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $500K as of Q3 2026.
  • MFA Wealth Advisors sold 964 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $50.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of MFA Wealth Advisors's portfolio in Q3 2026, its #71 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 22 quarters since.
  • MFA Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $19.9M in Q4 2024.
  • 536 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.