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

Nations 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
Q3 		$280K Hold
5,464
– – 0.01% 658
2026
Q2 		$286K Sell
5,464
-81,697
-94% -$4.28M 0.01% 658
2026
Q1 		$4.58M Buy
87,161
+4,789
+6% +$253K 0.24% 101
2025
Q4 		$4.36M Buy
82,372
+2,123
+3% +$112K 0.23% 105
2025
Q3 		$4.26M Sell
80,249
-7,739
-9% -$408K 0.27% 92
2025
Q2 		$4.64M Buy
87,988
+12,558
+17% +$656K 0.32% 73
2025
Q1 		$3.95M Sell
75,430
-161
-0.2% -$8.37K 0.3% 77
2024
Q4 		$3.91M Buy
75,591
+3,230
+4% +$168K 0.29% 89
2024
Q3 		$3.81M Buy
72,361
+5,225
+8% +$272K 0.28% 85
2024
Q2 		$3.44M Buy
67,136
+3,065
+5% +$156K 0.28% 84
2024
Q1 		$3.29M Buy
64,071
+231
+0.4% +$11.8K 0.28% 87
2023
Q4 		$3.27M Buy
63,840
+141
+0.2% +$7.08K 0.3% 75
2023
Q3 		$3.17M Buy
63,699
+307
+0.5% +$15.4K 0.32% 69
2023
Q2 		$3.18M Sell
63,392
-69
-0.1% -$3.48K 0.31% 73
2023
Q1 		$3.21M Sell
63,461
-1,160
-2% -$58.2K 0.34% 70
2022
Q4 		$3.22M Sell
64,621
-7,409
-10% -$367K 0.36% 66
2022
Q3 		$3.55M Sell
72,030
-496
-0.7% -$25K 0.51% 35
2022
Q2 		$3.67M Buy
72,526
+1,310
+2% +$66.7K 0.49% 39
2022
Q1 		$3.68M Buy
71,216
+3,055
+4% +$161K 0.44% 45
2021
Q4 		$3.67M Buy
68,161
+52,650
+339% +$2.85M 0.48% 41
2021
Q3 		$848K Buy
15,511
+4,089
+36% +$224K 0.13% 182
2021
Q2 		$626K Buy
11,422
+6,437
+129% +$353K 0.1% 222
2021
Q1 		$273K Sell
4,985
-1,170
-19% -$64.2K 0.06% 303
2020
Q4 		$340K Buy
6,155
+1,472
+31% +$80.9K 0.09% 245
2020
Q3 		$257K Buy
+4,683
New +$257K 0.08% 243

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Nations Financial Group's IGSB Position: Q3 2026 in Review

Nations Financial Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 5,464 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #658.

Nations Financial Group first reported a position in IGSB in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.64M in Q2 2025. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Nations Financial Group held 5,464 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $280K as of Q3 2026.
  • Nations Financial Group left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #658 holding.
  • Nations Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Nations Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.64M in Q2 2025.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.