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

Northstar Advisory 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 		$21.6M Buy
411,298
+32,704
+9% +$1.71M 6.68% 2
2026
Q1 		$19.9M Buy
378,594
+116,057
+44% +$6.13M 7.41% 2
2025
Q4 		$13.9M Buy
262,537
+62,516
+31% +$3.31M 4.93% 3
2025
Q3 		$10.6M Buy
200,021
+143,813
+256% +$7.59M 4.33% 4
2025
Q2 		$2.97M Buy
56,208
+542
+1% +$28.3K 1.45% 22
2025
Q1 		$2.92M Sell
55,666
-428
-0.8% -$22.3K 1.9% 13
2024
Q4 		$2.9M Buy
56,094
+15,559
+38% +$809K 1.47% 22
2024
Q3 		$2.13M Buy
40,535
+1,202
+3% +$62.6K 1.11% 29
2024
Q2 		$2.02M Sell
39,333
-47,150
-55% -$2.41M 1.16% 26
2024
Q1 		$4.41M Sell
86,483
-55,459
-39% -$2.84M 2.67% 9
2023
Q4 		$7.28M Sell
141,942
-153,580
-52% -$7.71M 4.33% 5
2023
Q3 		$14.7M Buy
295,522
+158,492
+116% +$7.93M 10.73% 1
2023
Q2 		$6.87M Buy
137,030
+13,057
+11% +$658K 4.5% 7
2023
Q1 		$6.27M Sell
123,973
-260,295
-68% -$13.1M 4.69% 6
2022
Q4 		$19.1M Buy
384,268
+377,444
+5,531% +$18.7M 15.13% 1
2022
Q3 		$336K Sell
6,824
-926
-12% -$46.7K 0.3% 61
2022
Q2 		$392K Sell
7,750
-204,597
-96% -$10.4M 0.29% 48
2022
Q1 		$11M Sell
212,347
-11,192
-5% -$590K 7.07% 1
2021
Q4 		$12M Buy
+223,539
New +$12.1M 7.13% 2
2021
Q3 		– Sell
-307,468
Closed -$16.9M – 74
2021
Q2 		$16.9M Buy
307,468
+60,596
+25% +$3.32M 10.53% 1
2021
Q1 		$13.5M Buy
246,872
+7,637
+3% +$419K 10.32% 1
2020
Q4 		$13.2M Buy
+239,235
New +$13.2M 11.08% 1

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Northstar Advisory Group's IGSB Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.6% in Q2 2026, buying an estimated $1.71M and bringing the position to 411,298 shares worth $21.6M. The position accounts for 6.68% of the portfolio, ranked #2.

Northstar Advisory Group first reported a position in IGSB in Q4 2020 and has held it in 22 quarters since. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Northstar Advisory Group held 411,298 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $21.6M as of Q2 2026.
  • Northstar Advisory Group bought 32,704 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.71M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.68% of Northstar Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Northstar Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.