Pacific Point Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pacific Point Advisors’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	$1.27M	Hold	24,231	–	–	0.58%	53
2026 Q1	$1.27M	Hold	24,231	–	–	0.67%	53
2025 Q4	$1.28M	Hold	24,231	–	–	0.69%	50
2025 Q3	$1.28M	Buy	24,231 +851	+4%	+$44.9K	0.75%	50
2025 Q2	$1.23M	Hold	23,380	–	–	0.67%	43
2025 Q1	$1.22M	Sell	23,380 -96	-0.4%	-$4.99K	0.68%	43
2024 Q4	$1.22M	Buy	+23,476	New	+$1.22M	0.74%	43

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Point Advisors's IGSB Position: Q2 2026 in Review

Pacific Point Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 24,231 shares worth $1.27M. The position accounts for 0.58% of the portfolio, ranked #53.

Pacific Point Advisors first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Pacific Point Advisors held 24,231 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.27M as of Q2 2026.
Pacific Point Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.58% of Pacific Point Advisors's portfolio in Q2 2026, its #53 holding.
Pacific Point Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.28M in Q3 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.