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

Panoramic Investment 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 		$273K Sell
5,208
-65
-1% -$3.41K 0.13% 117
2026
Q1 		$277K Sell
5,273
-171
-3% -$9.04K 0.15% 106
2025
Q4 		$288K Sell
5,444
-141
-3% -$7.46K 0.16% 99
2025
Q3 		$296K Sell
5,585
-1,163
-17% -$61.4K 0.17% 93
2025
Q2 		$356K Sell
6,748
-545
-7% -$28.5K 0.22% 80
2025
Q1 		$382K Sell
7,293
-881
-11% -$45.8K 0.26% 75
2024
Q4 		$423K Sell
8,174
-475
-5% -$24.7K 0.28% 73
2024
Q3 		$455K Buy
+8,649
New +$450K 0.31% 69
2024
Q1 		$445K Sell
8,686
-563
-6% -$28.8K 0.33% 66
2023
Q4 		$474K Sell
9,249
-1,011
-10% -$50.8K 0.41% 59
2023
Q3 		$511K Buy
+10,260
New +$513K 0.47% 53
2022
Q4 		$591K Buy
+11,861
New +$587K 0.61% 46

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

Panoramic Investment Advisors's IGSB Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q2 2026, selling an estimated $3.41K and leaving 5,208 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #117.

Panoramic Investment Advisors first reported a position in IGSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $591K in Q4 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Panoramic Investment Advisors held 5,208 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $273K as of Q2 2026.
  • Panoramic Investment Advisors sold 65 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.41K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Panoramic Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Panoramic Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Panoramic Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $591K in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.