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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Financial Group's IGSB Position: Q1 2026 in Review

Oxford Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 3,670 shares — an estimated $194K sold.

Oxford Financial Group first reported a position in IGSB in Q2 2021 and held it in 4 quarters. The position peaked at $194K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Oxford Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 3,670 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $194K.
  • Oxford Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
  • Oxford Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $194K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.