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

Oxford 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
Q2 		$29.1K Buy
+555
New +$29.1K ﹤0.01% 273
2026
Q1 		– Sell
-3,670
Closed -$194K – 312
2025
Q4 		$194K Buy
+3,670
New +$194K 0.01% 233
2025
Q1 		– Sell
-157
Closed -$8.12K – 280
2024
Q4 		$8.12K Hold
157
– – ﹤0.01% 287
2024
Q3 		$8.27K Buy
+157
New +$8.17K ﹤0.01% 282
2021
Q3 		– Sell
-2,465
Closed -$135K – 249
2021
Q2 		$135K Buy
+2,465
New +$135K 0.02% 183

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxford Financial Group's IGSB Position: Q2 2026 in Review

Oxford Financial Group opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 555 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in IGSB as recently as Q4 2025.

Oxford Financial Group first reported a position in IGSB in Q2 2021 and has held it in 5 quarters since. The position peaked at $194K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Oxford Financial Group held 555 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $29.1K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Oxford Financial Group position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #273 holding.
  • Oxford Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • Oxford Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $194K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.