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McCarley & Cook Financial Planners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

McCarley & Cook Financial Planners’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 		$54.3K Hold
1,059
– – 0.04% 92
2026
Q2 		$55.5K Sell
1,059
-64
-6% -$3.36K 0.04% 92
2026
Q1 		$59K Buy
1,123
+1,000
+813% +$52.9K 0.05% 87
2025
Q4 		$6.5K Buy
+123
New +$6.51K 0.01% 175

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
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

McCarley & Cook Financial Planners's IGSB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 1,059 shares worth $54.3K. The position accounts for 0.04% of the portfolio, ranked #92.

McCarley & Cook Financial Planners first reported a position in IGSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $59K in Q1 2026. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,059 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $54.3K as of Q3 2026.
  • McCarley & Cook Financial Planners 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 0.04% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #92 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $59K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.